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.
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 | $52,287 | $87,841-40.5% | $133,980-61.0% | $62,891-16.9% |
| Participation rate | 74.0% | 83.4%-9.4pp | 87.1%-13.1pp | 69.3%+4.7pp |
| Annual return | 7.92% | 12.05%-4.1pp | 29.30%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,145 | $3,483-67.1% | $5,211-78.0% | $2,281-49.8% |
| Participant deferral / active EE | $6,252 | $4,812+29.9% | $6,282-0.5% | $3,203+95.2% |
| Admin fee / account holder | $336 | $5,371-93.7% | $9,324-96.4% | $4,296-92.2% |