Filed December 21, 2016 (most recent of 4 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 | $82,256 | $148,978-44.8% | $200,582-59.0% | $84,808-3.0% |
| Participation rate | 95.9% | 84.2%+11.7pp | 86.9%+9.0pp | 68.3%+27.6pp |
| Annual return | 15.39% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,227 | $4,815-53.7% | $6,419-65.3% | $2,631-15.3% |
| Participant deferral / active EE | $3,718 | $7,142-47.9% | $9,331-60.2% | $4,212-11.7% |
| Admin fee / account holder | $10,020 | $13,977-28.3% | $16,305-38.5% | $7,344+36.4% |