Filed October 16, 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 | $41,175 | $21,287+93.4% | - | $68,494-39.9% |
| Participation rate | 94.4% | 40.3%+54.1pp | - | 67.9%+26.6pp |
| Annual return | -16.78% | -16.24%-0.5pp | - | -7.84%-8.9pp |
| Employer contribution / active EE | $2,752 | $1,123+145.1% | - | $2,596+6.0% |
| Participant deferral / active EE | $4,429 | $1,533+189.0% | - | $4,027+10.0% |
| Admin fee / account holder | $5,550 | $2,220+150.1% | - | $5,403+2.7% |