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 | $47,479+405.4% | $62,929+281.3% | $82,448+191.0% |
| Participation rate | 91.2% | 66.9%+24.4pp | 73.1%+18.1pp | 68.1%+23.2pp |
| Annual return | 15.83% | 20.34%-4.5pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $11,424 | $1,885+505.9% | $2,505+356.1% | $2,551+347.8% |
| Participant deferral / active EE | $12,243 | $2,870+326.5% | $3,888+214.9% | $4,139+195.8% |
| Admin fee / account holder | $17,492 | $3,804+359.9% | $5,065+245.4% | $7,234+141.8% |