Filed January 9, 2016
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 | $110,828 | $67,411+64.4% | $91,001+21.8% | $70,131+58.0% |
| Participation rate | 98.4% | 71.4%+27.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 15.43% | -40.16%+55.6pp | 4.60%+10.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $5,261 | $1,786+194.6% | $2,456+114.2% | $2,342+124.6% |
| Participant deferral / active EE | $5,234 | $2,823+85.4% | $3,547+47.5% | $3,332+57.1% |
| Admin fee / account holder | $4,177 | $4,236-1.4% | $5,417-22.9% | $4,645-10.1% |