Filed August 31, 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 | $60,238 | $109,359-44.9% | $162,163-62.9% | $72,985-17.5% |
| Participation rate | 95.5% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.0pp |
| Annual return | 26.11% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,639 | $3,907-6.9% | $5,614-35.2% | $2,440+49.1% |
| Participant deferral / active EE | $3,979 | $5,481-27.4% | $7,298-45.5% | $3,607+10.3% |
| Admin fee / account holder | $3,638 | $7,972-54.4% | $10,843-66.4% | $5,124-29.0% |