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 | $192,805 | $148,978+29.4% | $200,582-3.9% | $84,808+127.3% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 15.84% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,176 | $4,815+28.3% | $6,419-3.8% | $2,631+134.8% |
| Participant deferral / active EE | $8,361 | $7,142+17.1% | $9,331-10.4% | $4,212+98.5% |
| Admin fee / account holder | $37,868 | $13,977+170.9% | $16,305+132.3% | $7,344+415.6% |