Filed March 17, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,901 | $63,924+21.9% | $108,579-28.3% | $55,167+41.2% |
| Participation rate | 71.0% | 74.3%-3.3pp | 79.6%-8.6pp | 69.0%+2.0pp |
| Annual return | 7.16% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $262 | $1,879-86.1% | $3,758-93.0% | $1,963-86.7% |
| Participant deferral / active EE | $3,074 | $3,067+0.2% | $4,311-28.7% | $3,054+0.7% |
| Admin fee / account holder | $738 | $618+19.6% | $7,645-90.3% | $504+46.6% |