Filed November 17, 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 | $228,169 | $45,152+405.3% | $73,843+209.0% | $59,632+282.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.35% | 27.40%-26.0pp | 2267.84%-2266.5pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $10,376 | $1,902+445.6% | $2,787+272.2% | $2,203+371.1% |
| Participant deferral / active EE | $4,124 | $2,574+60.2% | $3,583+15.1% | $3,192+29.2% |
| Admin fee / account holder | $12,152 | $3,516+245.6% | $4,880+149.0% | $4,297+182.8% |