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 | $92,085 | $123,793-25.6% | $177,821-48.2% | $79,858+15.3% |
| Participation rate | 81.1% | 84.7%-3.6pp | 87.7%-6.6pp | 69.6%+11.4pp |
| Annual return | 18.08% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,747 | $4,095-57.3% | $5,918-70.5% | $2,471-29.3% |
| Participant deferral / active EE | $9,234 | $5,956+55.0% | $7,714+19.7% | $3,740+146.9% |
| Admin fee / account holder | $3,268 | $7,243-54.9% | $12,427-73.7% | $5,306-38.4% |