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 | $144,948 | $78,422+84.8% | $95,952+51.1% | $79,858+81.5% |
| Participation rate | 98.5% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.9pp |
| Annual return | 12.50% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $6,373 | $1,945+227.6% | $2,541+150.8% | $2,471+157.9% |
| Participant deferral / active EE | $5,475 | $3,440+59.2% | $4,167+31.4% | $3,740+46.4% |
| Admin fee / account holder | $6,176 | $5,622+9.8% | $6,795-9.1% | $5,306+16.4% |