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 | $89,975 | $125,758-28.5% | $169,993-47.1% | $75,163+19.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 15.87% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,316 | $4,615-49.8% | $6,785-65.9% | $2,670-13.2% |
| Participant deferral / active EE | $3,950 | $6,837-42.2% | $10,408-62.0% | $4,125-4.2% |
| Admin fee / account holder | $9,095 | $8,173+11.3% | $12,815-29.0% | $5,651+60.9% |