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 | $92,246 | $137,414-32.9% | $189,513-51.3% | $85,850+7.5% |
| Participation rate | 76.1% | 84.6%-8.5pp | 87.8%-11.7pp | 69.3%+6.8pp |
| Annual return | 11.89% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,265 | $6,260-47.8% | $8,221-60.3% | $3,952-17.4% |
| Admin fee / account holder | $1,474 | $8,630-82.9% | $12,045-87.8% | $6,260-76.5% |