Filed November 17, 2015
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 | $100,389 | $78,705+27.6% | $117,854-14.8% | $70,131+43.1% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 15.28% | 23.30%-8.0pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $722 | $2,223-67.5% | $3,786-80.9% | $2,342-69.2% |
| Participant deferral / active EE | $6,376 | $3,297+93.4% | $4,482+42.3% | $3,332+91.4% |
| Admin fee / account holder | $565 | $5,065-88.9% | $8,020-93.0% | $4,645-87.8% |