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 | $164,494 | $137,414+19.7% | $189,513-13.2% | $85,850+91.6% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 15.48% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,525 | $4,344-41.9% | $6,162-59.0% | $2,565-1.5% |
| Participant deferral / active EE | $8,394 | $6,260+34.1% | $8,221+2.1% | $3,952+112.4% |
| Admin fee / account holder | $4,383 | $8,630-49.2% | $12,045-63.6% | $6,260-30.0% |