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 | $100,330 | $111,754-10.2% | $103,333-2.9% | $145,922-31.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.62% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $12,602 | $4,212+199.2% | $3,868+225.8% | $4,660+170.5% |
| Participant deferral / active EE | $5,776 | $5,619+2.8% | $5,057+14.2% | $6,688-13.6% |
| Admin fee / account holder | $1,397 | $9,750-85.7% | $8,355-83.3% | $13,397-89.6% |