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 | $249,116 | $54,350+358.4% | $82,719+201.2% | $68,494+263.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -16.69% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $22,036 | $2,218+893.5% | $3,009+632.4% | $2,596+748.7% |
| Participant deferral / active EE | $9,466 | $3,246+191.6% | $4,395+115.4% | $4,027+135.1% |
| Admin fee / account holder | $6,068 | $4,395+38.1% | $5,329+13.9% | $5,403+12.3% |