Filed October 29, 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 | $239,942 | $48,795+391.7% | $65,493+266.4% | $84,808+182.9% |
| Participation rate | 91.2% | 67.0%+24.2pp | 73.1%+18.1pp | 68.3%+22.9pp |
| Annual return | 15.83% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $11,424 | $1,930+492.0% | $2,574+343.8% | $2,631+334.2% |
| Participant deferral / active EE | $12,243 | $2,928+318.1% | $3,961+209.1% | $4,212+190.7% |
| Admin fee / account holder | $17,492 | $3,877+351.2% | $5,028+247.9% | $7,344+138.2% |