Filed February 8, 2016 (most recent of 3 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 | $109,651 | $62,586+75.2% | $76,768+42.8% | $64,186+70.8% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -6.85% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,455 | $1,832+197.8% | $2,485+119.5% | $2,381+129.1% |
| Participant deferral / active EE | $4,649 | $3,145+47.9% | $3,852+20.7% | $3,470+34.0% |
| Admin fee / account holder | $6,439 | $4,667+38.0% | $6,675-3.5% | $4,888+31.7% |