Filed May 27, 2016
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 | $109,277 | $209,832-47.9% | $189,513-42.3% | $167,490-34.8% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 13.29% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $4,874 | $6,914-29.5% | $6,162-20.9% | $4,837+0.7% |
| Participant deferral / active EE | $6,215 | $8,935-30.4% | $8,221-24.4% | $6,341-2.0% |
| Admin fee / account holder | $5,358 | $14,293-62.5% | $12,045-55.5% | $12,309-56.5% |