Filed August 25, 2015 (most recent of 5 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 | $96,220 | $137,414-30.0% | $189,513-49.2% | $85,850+12.1% |
| Participation rate | 86.4% | 84.6%+1.8pp | 87.8%-1.4pp | 69.3%+17.0pp |
| Annual return | 12.30% | 38.14%-25.8pp | 555.15%-542.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,699 | $4,344-14.9% | $6,162-40.0% | $2,565+44.2% |
| Participant deferral / active EE | $5,263 | $6,260-15.9% | $8,221-36.0% | $3,952+33.2% |
| Admin fee / account holder | $5,215 | $8,630-39.6% | $12,045-56.7% | $6,260-16.7% |