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 | $121,685 | $78,705+54.6% | $117,854+3.3% | $70,131+73.5% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 16.08% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,402 | $2,223+8.0% | $3,786-36.6% | $2,342+2.5% |
| Participant deferral / active EE | $4,192 | $3,297+27.1% | $4,482-6.5% | $3,332+25.8% |
| Admin fee / account holder | $2,648 | $5,065-47.7% | $8,020-67.0% | $4,645-43.0% |