Filed June 26, 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 | $83,966 | $123,793-32.2% | $177,821-52.8% | $79,858+5.1% |
| Participation rate | 73.3% | 84.7%-11.3pp | 87.7%-14.4pp | 69.6%+3.7pp |
| Annual return | 13.78% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,368 | $5,956-43.5% | $7,714-56.3% | $3,740-9.9% |
| Admin fee / account holder | $704 | $7,243-90.3% | $12,427-94.3% | $5,306-86.7% |