Filed October 16, 2015 (most recent of 2 filings on file)
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 | $130,031 | $48,364+168.9% | $71,796+81.1% | $62,891+106.8% |
| Participation rate | 76.8% | 60.6%+16.2pp | 69.1%+7.7pp | 69.3%+7.5pp |
| Annual return | 7.86% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,293 | $1,042+120.1% | $1,924+19.2% | $2,281+0.5% |
| Participant deferral / active EE | $6,273 | $2,091+200.0% | $2,794+124.5% | $3,203+95.9% |
| Admin fee / account holder | $4,298 | $3,771+14.0% | $4,815-10.7% | $4,296+0.1% |