Filed December 21, 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 | $63,699 | $99,020-35.7% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.14% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,591 | $3,132-17.3% | $2,839-8.8% | $4,876-46.9% |
| Participant deferral / active EE | $3,059 | $3,972-23.0% | $3,609-15.2% | $5,439-43.7% |
| Admin fee / account holder | $17,401 | $5,710+204.7% | $4,906+254.7% | $10,885+59.9% |