Filed May 29, 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 | $73,753 | $123,793-40.4% | $177,821-58.5% | $79,858-7.6% |
| Participation rate | 96.1% | 84.7%+11.4pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 13.14% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,892 | $4,095-53.8% | $5,918-68.0% | $2,471-23.4% |
| Participant deferral / active EE | $3,107 | $5,956-47.8% | $7,714-59.7% | $3,740-16.9% |
| Admin fee / account holder | $4,288 | $7,243-40.8% | $12,427-65.5% | $5,306-19.2% |