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 | $128,315 | $90,600+41.6% | $79,464+61.5% | $135,375-5.2% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 10.36% | 977.43%-967.1pp | 718.14%-707.8pp | 519.73%-509.4pp |
| Employer contribution / active EE | $14,214 | $3,068+363.3% | $2,800+407.6% | $4,779+197.4% |
| Participant deferral / active EE | $8,317 | $4,050+105.3% | $3,704+124.5% | $5,609+48.3% |
| Admin fee / account holder | $17,185 | $5,907+190.9% | $5,113+236.1% | $10,827+58.7% |