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 | $214,378-29.3% | $200,582-24.4% | $142,382+6.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.34% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,616 | $6,841-61.8% | $6,419-59.3% | $4,299-39.2% |
| Participant deferral / active EE | $3,276 | $9,865-66.8% | $9,331-64.9% | $6,507-49.6% |
| Admin fee / account holder | $22,288 | $17,692+26.0% | $16,305+36.7% | $12,624+76.6% |