Filed November 29, 2016 (most recent of 4 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 | $206,884 | $90,503+128.6% | $78,689+162.9% | $273,961-24.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $18,248 | $3,176+474.6% | $2,851+540.2% | $4,869+274.8% |
| Participant deferral / active EE | $8,646 | $3,901+121.6% | $3,517+145.8% | $5,287+63.5% |
| Admin fee / account holder | $79,746 | $5,263+1415.2% | $4,510+1668.1% | $10,132+687.1% |