Filed March 2, 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 | $216,811 | $53,127+308.1% | $86,590+150.4% | $70,131+209.2% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 16.96% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $17,611 | $2,068+751.5% | $2,839+520.2% | $2,342+651.8% |
| Participant deferral / active EE | $7,024 | $2,696+160.5% | $3,609+94.6% | $3,332+110.8% |
| Admin fee / account holder | $46,229 | $3,585+1189.4% | $4,906+842.4% | $4,645+895.2% |