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 | $116,099 | $50,958+127.8% | $74,550+55.7% | $64,186+80.9% |
| Participation rate | 79.7% | 61.1%+18.7pp | 69.1%+10.6pp | 69.6%+10.1pp |
| Annual return | -3.44% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,899 | $1,115+70.3% | $1,961-3.2% | $2,381-20.2% |
| Participant deferral / active EE | $5,645 | $2,301+145.3% | $3,108+81.6% | $3,470+62.7% |
| Admin fee / account holder | $10,455 | $4,223+147.6% | $5,060+106.6% | $4,888+113.9% |