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 | $178,007 | $94,625+88.1% | $116,228+53.2% | $84,808+109.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.57% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,530 | $2,347+50.4% | $2,994+17.9% | $2,631+34.2% |
| Participant deferral / active EE | $7,296 | $3,972+83.7% | $4,953+47.3% | $4,212+73.2% |
| Admin fee / account holder | $1,711 | $10,091-83.0% | $11,989-85.7% | $7,344-76.7% |