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 | $74,173 | $99,652-25.6% | $78,778-5.8% | $147,584-49.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.03% | 47.28%-31.3pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,400 | $2,796-49.9% | $1,986-29.5% | $4,876-71.3% |
| Participant deferral / active EE | $3,283 | $3,664-10.4% | $2,958+11.0% | $5,439-39.6% |
| Admin fee / account holder | $19,791 | $7,155+176.6% | $5,134+285.5% | $10,885+81.8% |