Filed December 4, 2015 (most recent of 3 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 | $91,157 | $94,529-3.6% | $140,016-34.9% | $64,186+42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.10% | 7.77%-14.9pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,520 | $3,812-33.9% | $5,606-55.1% | $2,381+5.8% |
| Participant deferral / active EE | $5,020 | $5,250-4.4% | $6,927-27.5% | $3,470+44.7% |
| Admin fee / account holder | $3,426 | $6,741-49.2% | $10,705-68.0% | $4,888-29.9% |