Filed November 4, 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 | $155,035 | $104,251+48.7% | $91,001+70.4% | $147,584+5.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.87% | 27.06%-3.2pp | 4.60%+19.3pp | 578.55%-554.7pp |
| Employer contribution / active EE | $9,948 | $3,116+219.3% | $2,456+305.1% | $4,876+104.0% |
| Participant deferral / active EE | $4,685 | $4,195+11.7% | $3,547+32.1% | $5,439-13.9% |
| Admin fee / account holder | $6,921 | $8,948-22.6% | $5,417+27.8% | $10,885-36.4% |