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 | $54,732 | $152,587-64.1% | $125,175-56.3% | $152,861-64.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 13.71% | 54.84%-41.1pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $543 | $4,946-89.0% | $3,865-86.0% | $4,762-88.6% |
| Participant deferral / active EE | $2,339 | $5,868-60.1% | $4,937-52.6% | $5,850-60.0% |
| Admin fee / account holder | $4,151 | $13,434-69.1% | $9,702-57.2% | $11,596-64.2% |