Filed March 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,823 | $148,534-18.0% | $135,903-10.4% | $139,434-12.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 17.76% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $21 | $5,243-99.6% | $4,856-99.6% | $4,751-99.6% |
| Participant deferral / active EE | $9,713 | $8,100+19.9% | $7,758+25.2% | $6,710+44.8% |
| Admin fee / account holder | $21,691 | $12,400+74.9% | $10,762+101.5% | $11,403+90.2% |