Filed January 27, 2015 (most recent of 2 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 3-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 | $49,006 | $68,547-28.5% | $120,354-59.3% | $80,856-39.4% |
| Participation rate | 97.1% | 61.6%+35.5pp | 71.9%+25.2pp | 67.6%+29.5pp |
| Annual return | 18.33% | 23.60%-5.3pp | 107.15%-88.8pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,447 | $2,051+19.3% | $3,463-29.3% | $2,755-11.2% |
| Participant deferral / active EE | $5,299 | $3,173+67.0% | $4,991+6.2% | $4,296+23.4% |
| Admin fee / account holder | $3,906 | $5,732-31.9% | $9,423-58.6% | $6,918-43.5% |