Filed May 5, 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 | $55,871 | $87,841-36.4% | $133,980-58.3% | $62,891-11.2% |
| Participation rate | 73.3% | 83.4%-10.0pp | 87.1%-13.7pp | 69.3%+4.0pp |
| Annual return | 6.95% | 12.05%-5.1pp | 29.30%-22.4pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,175 | $4,812-34.0% | $6,282-49.5% | $3,203-0.9% |
| Admin fee / account holder | $1,141 | $5,371-78.8% | $9,324-87.8% | $4,296-73.4% |