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 | $243,165 | $89,753+170.9% | $107,525+126.1% | $84,808+186.7% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,131 | $3,113+96.9% | $3,754+63.3% | $2,631+133.0% |
| Participant deferral / active EE | $6,393 | $4,056+57.6% | $5,116+25.0% | $4,212+51.8% |
| Admin fee / account holder | $16,942 | $7,222+134.6% | $8,919+90.0% | $7,344+130.7% |