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 | $168,156 | $65,685+156.0% | $57,179+194.1% | $273,961-38.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.42% | 21.99%-12.6pp | 14.59%-5.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,650 | $3,279+133.3% | $2,682+185.2% | $4,869+57.1% |
| Participant deferral / active EE | $9,643 | $3,782+155.0% | $3,096+211.5% | $5,287+82.4% |
| Admin fee / account holder | $8,827 | $4,835+82.6% | $3,139+181.2% | $10,132-12.9% |