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 | $88,236 | $78,705+12.1% | $117,854-25.1% | $70,131+25.8% |
| Participation rate | 74.5% | 73.2%+1.3pp | 79.7%-5.2pp | 69.5%+4.9pp |
| Annual return | 18.10% | 23.30%-5.2pp | 335.08%-317.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $278 | $2,223-87.5% | $3,786-92.7% | $2,342-88.1% |
| Participant deferral / active EE | $3,878 | $3,297+17.6% | $4,482-13.5% | $3,332+16.4% |
| Admin fee / account holder | $4,497 | $5,065-11.2% | $8,020-43.9% | $4,645-3.2% |