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 | $193,767 | $107,934+79.5% | $91,989+110.6% | $152,861+26.8% |
| Participation rate | 94.7% | 81.2%+13.6pp | 78.6%+16.1pp | 82.4%+12.3pp |
| Annual return | 25.11% | 89.24%-64.1pp | 69.02%-43.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,483 | $6,364-13.9% | $5,923-7.4% | $5,850-6.3% |
| Admin fee / account holder | $7,271 | $10,520-30.9% | $7,743-6.1% | $11,596-37.3% |