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 | $75,976 | $110,094-31.0% | $151,611-49.9% | $68,494+10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.62% | -10.12%-1.5pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,733 | $4,471-38.9% | $6,166-55.7% | $2,596+5.2% |
| Participant deferral / active EE | $5,598 | $6,527-14.2% | $8,363-33.1% | $4,027+39.0% |
| Admin fee / account holder | $4,409 | $7,719-42.9% | $11,616-62.0% | $5,403-18.4% |