Filed December 1, 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 | $86,701 | $69,977+23.9% | $108,579-20.1% | $62,891+37.9% |
| Participation rate | 94.4% | 72.9%+21.5pp | 79.6%+14.9pp | 69.3%+25.1pp |
| Annual return | 10.59% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,417 | $2,135+13.2% | $3,758-35.7% | $2,281+6.0% |
| Participant deferral / active EE | $6,099 | $3,165+92.7% | $4,311+41.5% | $3,203+90.4% |
| Admin fee / account holder | $4,237 | $5,076-16.5% | $7,645-44.6% | $4,296-1.4% |