Filed January 28, 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 | $51,125 | $94,529-45.9% | $140,016-63.5% | $64,186-20.3% |
| Participation rate | 81.4% | 84.1%-2.6pp | 87.5%-6.1pp | 69.6%+11.9pp |
| Annual return | -3.25% | 7.77%-11.0pp | 651.12%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,818 | $3,812-52.3% | $5,606-67.6% | $2,381-23.6% |
| Participant deferral / active EE | $3,506 | $5,250-33.2% | $6,927-49.4% | $3,470+1.1% |
| Admin fee / account holder | $1,902 | $6,741-71.8% | $10,705-82.2% | $4,888-61.1% |