Filed November 17, 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 | $213,246 | $99,020+115.4% | $86,590+146.3% | $147,584+44.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.92% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $7,733 | $3,132+146.9% | $2,839+172.4% | $4,876+58.6% |
| Participant deferral / active EE | $6,832 | $3,972+72.0% | $3,609+89.3% | $5,439+25.6% |
| Admin fee / account holder | $9,967 | $5,710+74.6% | $4,906+103.2% | $10,885-8.4% |