Filed April 18, 2016 (most recent of 5 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 | $130,380 | $109,359+19.2% | $162,163-19.6% | $72,985+78.6% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 21.61% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $6,295 | $3,907+61.1% | $5,614+12.1% | $2,440+158.0% |
| Participant deferral / active EE | $7,155 | $5,481+30.5% | $7,298-2.0% | $3,607+98.3% |
| Admin fee / account holder | $31,735 | $7,972+298.1% | $10,843+192.7% | $5,124+519.3% |