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 | $66,506 | $106,515-37.6% | $96,683-31.2% | $139,434-52.3% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 15.32% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $9,366 | $4,103+128.3% | $3,737+150.6% | $4,751+97.1% |
| Participant deferral / active EE | $4,342 | $5,454-20.4% | $4,878-11.0% | $6,710-35.3% |
| Admin fee / account holder | $3,862 | $7,877-51.0% | $6,730-42.6% | $11,403-66.1% |