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 | $77,021 | $109,359-29.6% | $162,163-52.5% | $72,985+5.5% |
| Participation rate | 95.7% | 84.3%+11.4pp | 87.6%+8.1pp | 69.5%+26.2pp |
| Annual return | 18.05% | 25.46%-7.4pp | 115.59%-97.5pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,974 | $3,907-23.9% | $5,614-47.0% | $2,440+21.9% |
| Participant deferral / active EE | $3,736 | $5,481-31.8% | $7,298-48.8% | $3,607+3.6% |
| Admin fee / account holder | $2,296 | $7,972-71.2% | $10,843-78.8% | $5,124-55.2% |