Filed July 1, 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 | $71,633 | $63,346+13.1% | $92,233-22.3% | $70,131+2.1% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 18.48% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,453 | $2,471-41.2% | $3,679-60.5% | $2,342-38.0% |
| Participant deferral / active EE | $4,400 | $2,854+54.2% | $3,897+12.9% | $3,332+32.1% |
| Admin fee / account holder | $2,941 | $3,840-23.4% | $5,194-43.4% | $4,645-36.7% |