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 | $117,954 | $109,359+7.9% | $162,163-27.3% | $72,985+61.6% |
| Participation rate | 95.9% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.4pp |
| Annual return | 22.08% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,645 | $3,907-32.3% | $5,614-52.9% | $2,440+8.4% |
| Participant deferral / active EE | $5,066 | $5,481-7.6% | $7,298-30.6% | $3,607+40.4% |
| Admin fee / account holder | $1,830 | $7,972-77.0% | $10,843-83.1% | $5,124-64.3% |