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 | $204,319 | $99,640+105.1% | $86,436+136.4% | $134,475+51.9% |
| Participation rate | 79.2% | 82.0%-2.9pp | 80.3%-1.2pp | 81.2%-2.1pp |
| Annual return | -17.20% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,285 | $4,400-2.6% | $3,769+13.7% | $4,740-9.6% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,233 | $8,371+10.3% | $6,731+37.2% | $11,426-19.2% |