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.
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 | $62,585 | $39,122+60.0% | $57,179+9.5% | $62,891-0.5% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 6.16% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,830 | $1,874+104.4% | $2,682+42.8% | $2,281+67.9% |
| Participant deferral / active EE | $6,330 | $2,374+166.7% | $3,096+104.5% | $3,203+97.6% |
| Admin fee / account holder | $1,916 | $2,592-26.1% | $3,139-39.0% | $4,296-55.4% |