Filed October 1, 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 | $104,874 | $79,171+32.5% | $102,423+2.4% | $74,495+40.8% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 21.81% | 54.93%-33.1pp | 29.32%-7.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $3,108 | $2,362+31.5% | $3,023+2.8% | $2,623+18.5% |
| Participant deferral / active EE | $5,408 | $4,415+22.5% | $5,053+7.0% | $4,346+24.4% |
| Admin fee / account holder | $19,336 | $2,001+866.5% | $9,451+104.6% | $1,942+895.8% |