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 | $146,356 | $110,094+32.9% | $151,611-3.5% | $68,494+113.7% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -15.80% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,672 | $4,471-40.2% | $6,166-56.7% | $2,596+2.9% |
| Participant deferral / active EE | $9,343 | $6,527+43.1% | $8,363+11.7% | $4,027+132.0% |
| Admin fee / account holder | $4,639 | $7,719-39.9% | $11,616-60.1% | $5,403-14.1% |