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 | $88,234 | $65,703+34.3% | $94,224-6.4% | $59,632+48.0% |
| Participation rate | 78.6% | 72.1%+6.5pp | 78.8%-0.2pp | 68.7%+9.9pp |
| Annual return | -2.26% | 5.22%-7.5pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,135 | $2,021+5.7% | $3,587-40.5% | $2,203-3.1% |
| Participant deferral / active EE | $3,654 | $3,143+16.3% | $4,320-15.4% | $3,192+14.5% |
| Admin fee / account holder | $21,427 | $4,264+402.5% | $6,269+241.8% | $4,297+398.6% |