Filed May 9, 2016
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $30,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,592 | $76,670+40.3% | $96,683+11.3% | $71,457+50.6% |
| Participation rate | 89.2% | 66.6%+22.7pp | 74.3%+14.9pp | 67.9%+21.3pp |
| Annual return | 17.08% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,299 | $3,031-24.2% | $3,737-38.5% | $2,588-11.2% |
| Participant deferral / active EE | $4,784 | $3,771+26.8% | $4,878-1.9% | $4,289+11.5% |
| Admin fee / account holder | $433 | $2,028-78.7% | $6,730-93.6% | $1,587-72.7% |