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 | $133,565 | $57,281+133.2% | $86,612+54.2% | $75,163+77.7% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.8pp |
| Annual return | 21.31% | 2670.75%-2649.4pp | 591.07%-569.8pp | 160.62%-139.3pp |
| Employer contribution / active EE | $5,771 | $2,314+149.3% | $3,022+90.9% | $2,670+116.2% |
| Participant deferral / active EE | $9,889 | $3,318+198.1% | $4,438+122.8% | $4,125+139.7% |
| Admin fee / account holder | $10,267 | $4,112+149.7% | $5,614+82.9% | $5,651+81.7% |