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 | $236,404 | $82,664+186.0% | $125,339+88.6% | $68,494+245.1% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,768 | $3,381+70.6% | $4,814+19.8% | $2,596+122.2% |
| Participant deferral / active EE | $11,953 | $6,110+95.6% | $7,446+60.5% | $4,027+196.8% |
| Admin fee / account holder | $22,190 | $6,275+253.6% | $10,010+121.7% | $5,403+310.7% |