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 | $164,373 | $86,286+90.5% | $111,297+47.7% | $85,850+91.5% |
| Participation rate | 98.5% | 73.3%+25.2pp | 77.3%+21.2pp | 69.3%+29.2pp |
| Annual return | 11.45% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,974 | $2,043+143.5% | $2,731+82.1% | $2,565+93.9% |
| Participant deferral / active EE | $6,138 | $3,641+68.6% | $4,487+36.8% | $3,952+55.3% |
| Admin fee / account holder | $5,638 | $8,188-31.1% | $7,964-29.2% | $6,260-9.9% |