Filed June 29, 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 | $167,349 | $64,348+160.1% | $90,160+85.6% | $70,131+138.6% |
| Participation rate | 98.2% | 70.4%+27.8pp | 76.9%+21.4pp | 69.5%+28.7pp |
| Annual return | 18.71% | 28.13%-9.4pp | 34.88%-16.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $957 | $2,046-53.2% | $3,318-71.2% | $2,342-59.2% |
| Participant deferral / active EE | $7,211 | $4,389+64.3% | $5,288+36.4% | $3,332+116.4% |
| Admin fee / account holder | $23,527 | $3,944+496.6% | $5,943+295.9% | $4,645+406.5% |