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 | $179,892 | $125,758+43.0% | $169,993+5.8% | $75,163+139.3% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 20.09% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,657 | $4,615+0.9% | $6,785-31.4% | $2,670+74.4% |
| Participant deferral / active EE | $8,808 | $6,837+28.8% | $10,408-15.4% | $4,125+113.5% |
| Admin fee / account holder | $11,117 | $8,173+36.0% | $12,815-13.3% | $5,651+96.7% |