Filed November 29, 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 | $104,331 | $87,841+18.8% | $133,980-22.1% | $62,891+65.9% |
| Participation rate | 98.8% | 83.4%+15.4pp | 87.1%+11.7pp | 69.3%+29.5pp |
| Annual return | 12.39% | 12.05%+0.3pp | 29.30%-16.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $3,546 | $3,483+1.8% | $5,211-31.9% | $2,281+55.5% |
| Participant deferral / active EE | $5,049 | $4,812+4.9% | $6,282-19.6% | $3,203+57.6% |
| Admin fee / account holder | $8,321 | $5,371+54.9% | $9,324-10.8% | $4,296+93.7% |