Filed December 14, 2015 (most recent of 4 filings on file)
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 | $137,070 | $197,591-30.6% | $177,821-22.9% | $158,922-13.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 8.33% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,747 | $6,697-59.0% | $5,918-53.6% | $4,761-42.3% |
| Participant deferral / active EE | $4,437 | $8,405-47.2% | $7,714-42.5% | $5,982-25.8% |
| Admin fee / account holder | $1,715 | $15,399-88.9% | $12,427-86.2% | $11,246-84.7% |