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.
Participant 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 | $41,053 | $125,758-67.4% | $169,993-75.9% | $75,163-45.4% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 16.67% | 27.20%-10.5pp | 53.37%-36.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,990 | $6,837-56.3% | $10,408-71.3% | $4,125-27.5% |
| Admin fee / account holder | $696 | $8,173-91.5% | $12,815-94.6% | $5,651-87.7% |