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 | $76,025 | $110,094-30.9% | $151,611-49.9% | $68,494+11.0% |
| Participation rate | 71.8% | 84.0%-12.2pp | 87.5%-15.7pp | 67.9%+3.9pp |
| Annual return | -12.80% | -10.12%-2.7pp | 3.33%-16.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,794 | $4,471-59.9% | $6,166-70.9% | $2,596-30.9% |
| Participant deferral / active EE | $3,127 | $6,527-52.1% | $8,363-62.6% | $4,027-22.4% |
| Admin fee / account holder | $10,073 | $7,719+30.5% | $11,616-13.3% | $5,403+86.4% |