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 | $139,955 | $71,883+94.7% | $86,677+61.5% | $68,494+104.3% |
| Participation rate | 89.1% | 72.2%+16.8pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,706 | $2,173+162.6% | $2,836+101.2% | $2,596+119.8% |
| Participant deferral / active EE | $6,516 | $3,779+72.4% | $4,656+40.0% | $4,027+61.8% |
| Admin fee / account holder | $18,277 | $6,112+199.0% | $7,493+143.9% | $5,403+238.3% |