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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $128,603-25.6% | $197,124-51.4% | $67,986+40.8% |
| Participation rate | 94.5% | 81.7%+12.9pp | 86.7%+7.8pp | 57.2%+37.3pp |
| Annual return | 18.06% | 23.77%-5.7pp | 44.34%-26.3pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2,752 | $4,379-37.2% | $6,227-55.8% | $2,019+36.3% |
| Participant deferral / active EE | $8,920 | $6,840+30.4% | $9,135-2.3% | $3,358+165.6% |
| Admin fee / account holder | $13,012 | $3,035+328.8% | $16,298-20.2% | $3,203+306.2% |