Filed August 4, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,652 | $109,359-18.0% | $162,163-44.7% | $72,985+22.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.41% | 25.46%-6.1pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $4,477 | $3,907+14.6% | $5,614-20.2% | $2,440+83.5% |
| Participant deferral / active EE | $3,179 | $5,481-42.0% | $7,298-56.4% | $3,607-11.9% |
| Admin fee / account holder | $3,110 | $7,972-61.0% | $10,843-71.3% | $5,124-39.3% |