Filed October 17, 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 | $94,419 | $58,208+62.2% | $81,812+15.4% | $80,856+16.8% |
| Participation rate | 70.3% | 63.4%+6.9pp | 72.3%-2.1pp | 67.6%+2.6pp |
| Annual return | 17.55% | 41.66%-24.1pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,921 | $2,340+67.6% | $2,912+34.6% | $2,755+42.3% |
| Participant deferral / active EE | $5,785 | $3,281+76.3% | $4,319+34.0% | $4,296+34.7% |
| Admin fee / account holder | $48,510 | $4,981+873.8% | $7,386+556.8% | $6,918+601.2% |