Filed January 13, 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 | $107,649 | $49,177+118.9% | $79,464+35.5% | $64,186+67.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.31% | -1.16%-6.2pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,450 | $2,076+114.3% | $2,800+58.9% | $2,381+86.9% |
| Participant deferral / active EE | $8,794 | $2,821+211.7% | $3,704+137.4% | $3,470+153.5% |
| Admin fee / account holder | $8,291 | $3,839+116.0% | $5,113+62.2% | $4,888+69.6% |