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 | $126,617 | $54,350+133.0% | $82,719+53.1% | $68,494+84.9% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -17.03% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,453 | $2,218+145.9% | $3,009+81.2% | $2,596+110.0% |
| Participant deferral / active EE | $11,096 | $3,246+241.8% | $4,395+152.5% | $4,027+175.5% |
| Admin fee / account holder | $8,199 | $4,395+86.5% | $5,329+53.9% | $5,403+51.8% |