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 | $217,982 | $115,882+88.1% | $100,516+116.9% | $158,922+37.2% |
| Participation rate | 84.2% | 81.6%+2.6pp | 79.4%+4.8pp | 82.0%+2.3pp |
| Annual return | 12.46% | 34.79%-22.3pp | 30.89%-18.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,071 | $6,674-24.0% | $6,270-19.1% | $5,982-15.2% |
| Admin fee / account holder | $45,580 | $10,995+314.5% | $8,081+464.0% | $11,246+305.3% |