Filed September 4, 2015 (most recent of 4 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 | $17,416 | $82,286-78.8% | $68,791-74.7% | $134,475-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.66% | -2.19%-10.5pp | -6.38%-6.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,928 | $3,301-41.6% | $2,655-27.4% | $4,740-59.3% |
| Participant deferral / active EE | $2,892 | $4,739-39.0% | $3,941-26.6% | $6,400-54.8% |
| Admin fee / account holder | $7,060 | $6,481+8.9% | $4,932+43.2% | $11,426-38.2% |