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 | $217,546 | $81,460+167.1% | $103,333+110.5% | $80,856+169.1% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 19.59% | 25.55%-6.0pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $6,086 | $3,105+96.0% | $3,868+57.4% | $2,755+120.9% |
| Participant deferral / active EE | $6,735 | $3,869+74.1% | $5,057+33.2% | $4,296+56.8% |
| Admin fee / account holder | $78,737 | $6,566+1099.1% | $8,355+842.4% | $6,918+1038.2% |