Filed October 7, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,249 | $43,723-76.6% | $121,196-91.5% | $64,186-84.0% |
| Participation rate | 91.8% | 58.3%+33.4pp | 71.7%+20.0pp | 69.6%+22.2pp |
| Annual return | 9.24% | 68.91%-59.7pp | 16.93%-7.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,749 | $1,296+34.9% | $4,022-56.5% | $2,381-26.5% |
| Participant deferral / active EE | $1,597 | $2,280-30.0% | $3,344-52.3% | $3,470-54.0% |
| Admin fee / account holder | $397 | $3,501-88.7% | $5,019-92.1% | $4,888-91.9% |