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 | $248,681 | $60,124+313.6% | $90,404+175.1% | $79,858+211.4% |
| Participation rate | 85.4% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.7pp |
| Annual return | 16.92% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $18,205 | $2,068+780.5% | $3,262+458.1% | $2,471+636.8% |
| Participant deferral / active EE | $7,178 | $2,938+144.3% | $3,963+81.1% | $3,740+91.9% |
| Admin fee / account holder | $19,835 | $3,976+398.8% | $5,611+253.5% | $5,306+273.8% |