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 | $124,668 | $72,492+72.0% | $87,100+43.1% | $72,985+70.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.7pp | 69.5%+29.0pp |
| Annual return | 20.55% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,578 | $1,894+88.9% | $2,521+41.9% | $2,440+46.7% |
| Participant deferral / active EE | $4,999 | $3,270+52.9% | $4,049+23.5% | $3,607+38.6% |
| Admin fee / account holder | $8,154 | $5,055+61.3% | $7,497+8.8% | $5,124+59.1% |