Filed April 18, 2016 (most recent of 3 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,630 | $135,635-63.4% | $110,238-55.0% | $135,375-63.3% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | 1.67% | 513.19%-511.5pp | 314.74%-313.1pp | 519.73%-518.1pp |
| Employer contribution / active EE | $472 | $4,906-90.4% | $3,826-87.7% | $4,779-90.1% |
| Participant deferral / active EE | $2,898 | $5,506-47.4% | $4,672-38.0% | $5,609-48.3% |
| Admin fee / account holder | $3,349 | $11,457-70.8% | $8,547-60.8% | $10,827-69.1% |