Filed June 28, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $158,469 | $47,479+233.8% | $62,929+151.8% | $82,448+92.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.52% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,636 | $1,885+198.9% | $2,505+125.0% | $2,551+120.9% |
| Participant deferral / active EE | $8,564 | $2,870+198.4% | $3,888+120.3% | $4,139+106.9% |
| Admin fee / account holder | $8,312 | $3,804+118.5% | $5,065+64.1% | $7,234+14.9% |