Filed January 13, 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.
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 | $46,149 | $82,032-43.7% | $123,104-62.5% | $59,632-22.6% |
| Participation rate | 70.0% | 83.2%-13.2pp | 86.8%-16.8pp | 68.7%+1.3pp |
| Annual return | 3.11% | 5.12%-2.0pp | 13.22%-10.1pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $1,002 | $3,297-69.6% | $5,151-80.5% | $2,203-54.5% |
| Participant deferral / active EE | $4,911 | $4,667+5.2% | $6,230-21.2% | $3,192+53.9% |
| Admin fee / account holder | $3,658 | $5,881-37.8% | $9,015-59.4% | $4,297-14.9% |