Filed November 3, 2015 (most recent of 2 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 | $154,776 | $99,341+55.8% | $84,750+82.6% | $273,961-43.5% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 8.02% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $11,566 | $4,214+174.5% | $3,574+223.6% | $4,869+137.6% |
| Participant deferral / active EE | $6,877 | $4,269+61.1% | $3,712+85.3% | $5,287+30.1% |
| Admin fee / account holder | $1,000 | $6,644-85.0% | $5,332-81.3% | $10,132-90.1% |