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 | $65,127 | $100,041-34.9% | $149,718-56.5% | $70,131-7.1% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.1%-1.6pp | 69.5%+15.9pp |
| Annual return | 24.00% | 27.43%-3.4pp | 1501.63%-1477.6pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,595 | $3,662-56.4% | $5,445-70.7% | $2,342-31.9% |
| Participant deferral / active EE | $7,215 | $4,983+44.8% | $6,569+9.8% | $3,332+116.5% |
| Admin fee / account holder | $1,805 | $8,286-78.2% | $11,283-84.0% | $4,645-61.2% |