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 | $92,892 | $138,347-32.9% | $184,203-49.6% | $80,856+14.9% |
| Participation rate | 75.7% | 83.9%-8.2pp | 86.8%-11.1pp | 67.6%+8.0pp |
| Annual return | 11.63% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,740 | $4,850-64.1% | $6,427-72.9% | $2,755-36.8% |
| Participant deferral / active EE | $3,157 | $7,071-55.3% | $9,131-65.4% | $4,296-26.5% |
| Admin fee / account holder | $8,690 | $10,483-17.1% | $13,901-37.5% | $6,918+25.6% |