Filed August 31, 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 | $123,299 | $100,041+23.2% | $149,718-17.6% | $70,131+75.8% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.6pp | 69.5%+23.1pp |
| Annual return | 13.80% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $4,454 | $3,662+21.7% | $5,445-18.2% | $2,342+90.2% |
| Participant deferral / active EE | $3,893 | $4,983-21.9% | $6,569-40.7% | $3,332+16.9% |
| Admin fee / account holder | $6,542 | $8,286-21.0% | $11,283-42.0% | $4,645+40.8% |