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 | $70,714 | $123,793-42.9% | $177,821-60.2% | $79,858-11.5% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 24.07% | 22.82%+1.2pp | 48.32%-24.3pp | 31.71%-7.6pp |
| Employer contribution / active EE | $3,714 | $4,095-9.3% | $5,918-37.2% | $2,471+50.3% |
| Participant deferral / active EE | $4,017 | $5,956-32.6% | $7,714-47.9% | $3,740+7.4% |
| Admin fee / account holder | $7,810 | $7,243+7.8% | $12,427-37.2% | $5,306+47.2% |