Filed December 21, 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 | $65,917 | $94,529-30.3% | $140,016-52.9% | $64,186+2.7% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.1pp |
| Annual return | -3.55% | 7.77%-11.3pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,818 | $3,812-26.1% | $5,606-49.7% | $2,381+18.3% |
| Participant deferral / active EE | $3,257 | $5,250-38.0% | $6,927-53.0% | $3,470-6.1% |
| Admin fee / account holder | $8,303 | $6,741+23.2% | $10,705-22.4% | $4,888+69.9% |