Filed May 27, 2015 (most recent of 3 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 | $151,588 | $209,336-27.6% | $197,124-23.1% | $137,256+10.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.34% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,616 | $6,591-60.3% | $6,227-58.0% | $4,156-37.1% |
| Participant deferral / active EE | $3,276 | $9,614-65.9% | $9,135-64.1% | $6,407-48.9% |
| Admin fee / account holder | $22,288 | $17,308+28.8% | $16,298+36.8% | $12,270+81.6% |