Filed August 31, 2016 (most recent of 3 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 | $106,159 | $51,638+105.6% | $68,368+55.3% | $82,448+28.8% |
| Participation rate | 72.5% | 63.6%+8.9pp | 73.8%-1.2pp | 68.1%+4.5pp |
| Annual return | 19.08% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,574 | $2,047-23.1% | $2,649-40.6% | $2,551-38.3% |
| Participant deferral / active EE | $6,328 | $2,914+117.2% | $4,123+53.5% | $4,139+52.9% |
| Admin fee / account holder | $7,530 | $4,643+62.2% | $5,150+46.2% | $7,234+4.1% |