Filed November 19, 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 | $60,009 | $133,958-55.2% | $112,228-46.5% | $134,475-55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.69% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $13,986 | $4,038+246.4% | $3,635+284.8% | $4,740+195.1% |
| Participant deferral / active EE | $6,346 | $5,291+19.9% | $4,728+34.2% | $6,400-0.8% |
| Admin fee / account holder | $7,962 | $7,489+6.3% | $6,410+24.2% | $11,426-30.3% |