Filed March 17, 2016 (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 | $166,475 | $79,944+108.2% | $98,439+69.1% | $75,163+121.5% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 17.87% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,438 | $2,264+7.7% | $3,048-20.0% | $2,670-8.7% |
| Participant deferral / active EE | $7,232 | $3,752+92.8% | $4,738+52.6% | $4,125+75.3% |
| Admin fee / account holder | $5,007 | $6,840-26.8% | $8,948-44.0% | $5,651-11.4% |