Filed April 26, 2016 (most recent of 2 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 | $106,925 | $214,378-50.1% | $200,582-46.7% | $142,382-24.9% |
| Participation rate | 85.0% | 87.4%-2.4pp | 86.9%-1.9pp | 80.1%+4.9pp |
| Annual return | 18.02% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,858 | $6,841-72.8% | $6,419-71.0% | $4,299-56.8% |
| Participant deferral / active EE | $3,777 | $9,865-61.7% | $9,331-59.5% | $6,507-42.0% |
| Admin fee / account holder | $3,061 | $17,692-82.7% | $16,305-81.2% | $12,624-75.8% |