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 | $157,386 | $80,968+94.4% | $96,544+63.0% | $75,163+109.4% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 16.08% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,329 | $2,282+133.6% | $2,965+79.7% | $2,670+99.6% |
| Participant deferral / active EE | $6,902 | $3,928+75.7% | $4,851+42.3% | $4,125+67.3% |
| Admin fee / account holder | $10,302 | $6,724+53.2% | $8,252+24.8% | $5,651+82.3% |