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 | $105,237 | $125,758-16.3% | $169,993-38.1% | $75,163+40.0% |
| Participation rate | 77.5% | 83.6%-6.1pp | 87.0%-9.5pp | 67.2%+10.3pp |
| Annual return | 15.11% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,638 | $6,837-32.2% | $10,408-55.4% | $4,125+12.4% |
| Admin fee / account holder | $1,627 | $8,173-80.1% | $12,815-87.3% | $5,651-71.2% |