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 | $96,442 | $110,094-12.4% | $151,611-36.4% | $68,494+40.8% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -9.01% | -10.12%+1.1pp | 3.33%-12.3pp | -7.84%-1.2pp |
| Employer contribution / active EE | $3,695 | $4,471-17.3% | $6,166-40.1% | $2,596+42.3% |
| Participant deferral / active EE | $4,876 | $6,527-25.3% | $8,363-41.7% | $4,027+21.1% |
| Admin fee / account holder | $6,185 | $7,719-19.9% | $11,616-46.8% | $5,403+14.5% |