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 | $214,532 | $54,762+291.8% | $90,281+137.6% | $72,985+193.9% |
| Participation rate | 97.2% | 65.1%+32.1pp | 73.3%+24.0pp | 69.5%+27.7pp |
| Annual return | 24.43% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $22,003 | $2,092+951.5% | $2,854+670.8% | $2,440+801.8% |
| Participant deferral / active EE | $8,467 | $2,887+193.3% | $3,885+117.9% | $3,607+134.7% |
| Admin fee / account holder | $7,887 | $3,972+98.6% | $5,351+47.4% | $5,124+53.9% |