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 | $153,195 | $167,484-8.5% | $151,611+1.0% | $134,475+13.9% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -10.34% | 7.80%-18.1pp | 3.33%-13.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,931 | $6,829-57.1% | $6,166-52.5% | $4,740-38.2% |
| Participant deferral / active EE | $6,093 | $8,986-32.2% | $8,363-27.1% | $6,400-4.8% |
| Admin fee / account holder | $10,193 | $13,783-26.0% | $11,616-12.2% | $11,426-10.8% |