Filed October 16, 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 | $218,402 | $58,234+275.0% | $81,783+167.0% | $80,874+170.1% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.4%+26.2pp | 67.6%+30.9pp |
| Annual return | 11.91% | 41.70%-29.8pp | 775.05%-763.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $13,668 | $2,341+483.8% | $2,913+369.3% | $2,756+396.0% |
| Participant deferral / active EE | $14,094 | $3,283+329.3% | $4,320+226.2% | $4,297+228.0% |
| Admin fee / account holder | $65,336 | $4,982+1211.6% | $7,380+785.3% | $6,935+842.1% |