Filed June 14, 2016 (most recent of 3 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 | $167,948 | $40,256+317.2% | $57,343+192.9% | $59,632+181.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.66% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $6,062 | $1,922+215.4% | $2,689+125.5% | $2,203+175.2% |
| Participant deferral / active EE | $6,369 | $2,399+165.4% | $3,162+101.4% | $3,192+99.5% |
| Admin fee / account holder | $11,099 | $2,818+293.9% | $3,356+230.7% | $4,297+158.3% |