Filed June 14, 2016 (most recent of 2 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 | $247,809 | $64,707+283.0% | $112,228+120.8% | $68,494+261.8% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -0.07% | -11.40%+11.3pp | 27.45%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,448 | $2,746-10.9% | $3,635-32.7% | $2,596-5.7% |
| Participant deferral / active EE | $4,474 | $3,565+25.5% | $4,728-5.4% | $4,027+11.1% |
| Admin fee / account holder | $3,886 | $5,232-25.7% | $6,410-39.4% | $5,403-28.1% |