Filed March 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,145 | $183,963-79.3% | $162,163-76.5% | $152,861-75.0% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 17.81% | 150.76%-132.9pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $939 | $6,371-85.3% | $5,614-83.3% | $4,762-80.3% |
| Participant deferral / active EE | $2,818 | $8,034-64.9% | $7,298-61.4% | $5,850-51.8% |
| Admin fee / account holder | $607 | $13,121-95.4% | $10,843-94.4% | $11,596-94.8% |