Filed December 14, 2015
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 | $72,094 | $93,346-22.8% | $71,796+0.4% | $273,961-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.18% | 130.39%-121.2pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,467 | $2,733+26.8% | $1,924+80.1% | $4,869-28.8% |
| Participant deferral / active EE | $3,121 | $3,475-10.2% | $2,794+11.7% | $5,287-41.0% |
| Admin fee / account holder | $8,631 | $6,571+31.4% | $4,815+79.3% | $10,132-14.8% |