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 | $181,553 | $49,177+269.2% | $79,464+128.5% | $64,186+182.9% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $19,499 | $2,076+839.1% | $2,800+596.3% | $2,381+719.0% |
| Participant deferral / active EE | $7,567 | $2,821+168.2% | $3,704+104.3% | $3,470+118.1% |
| Admin fee / account holder | $50,189 | $3,839+1207.4% | $5,113+881.6% | $4,888+926.8% |