Filed October 24, 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.
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 | $95,724 | $132,049-27.5% | $200,582-52.3% | $74,304+28.8% |
| Participation rate | 94.5% | 84.1%+10.5pp | 86.9%+7.7pp | 60.3%+34.2pp |
| Annual return | 18.06% | 22.22%-4.2pp | 42.33%-24.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,752 | $4,558-39.6% | $6,419-57.1% | $2,241+22.8% |
| Participant deferral / active EE | $8,920 | $7,213+23.7% | $9,331-4.4% | $3,767+136.8% |
| Admin fee / account holder | $13,012 | $2,405+441.1% | $16,305-20.2% | $2,969+338.3% |