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 | $148,102 | $102,966+43.8% | $90,281+64.0% | $152,861-3.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 26.95% | 95.16%-68.2pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $12,980 | $3,139+313.6% | $2,854+354.7% | $4,762+172.6% |
| Participant deferral / active EE | $10,818 | $4,281+152.7% | $3,885+178.4% | $5,850+84.9% |
| Admin fee / account holder | $7,334 | $6,171+18.9% | $5,351+37.1% | $11,596-36.8% |