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 | $106,974 | $83,477+28.1% | $125,175-14.5% | $72,985+46.6% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.2pp | 69.5%+10.1pp |
| Annual return | 20.07% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,259 | $2,345-3.7% | $3,865-41.6% | $2,440-7.4% |
| Participant deferral / active EE | $4,080 | $3,585+13.8% | $4,937-17.4% | $3,607+13.1% |
| Admin fee / account holder | $18,670 | $5,517+238.4% | $9,702+92.4% | $5,124+264.3% |