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 | $90,217 | $167,484-46.1% | $151,611-40.5% | $134,475-32.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -14.86% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,950 | $6,829-27.5% | $6,166-19.7% | $4,740+4.4% |
| Participant deferral / active EE | $5,994 | $8,986-33.3% | $8,363-28.3% | $6,400-6.3% |
| Admin fee / account holder | $12,587 | $13,783-8.7% | $11,616+8.4% | $11,426+10.2% |