Filed May 29, 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 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 | $235,103 | $85,766+174.1% | $136,294+72.5% | $70,131+235.2% |
| Participation rate | 97.9% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 18.18% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,072 | $2,966+71.0% | $4,695+8.0% | $2,342+116.5% |
| Participant deferral / active EE | $10,205 | $5,051+102.0% | $6,247+63.4% | $3,332+206.3% |
| Admin fee / account holder | $771 | $5,420-85.8% | $9,243-91.7% | $4,645-83.4% |