Filed August 31, 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 | $58,294 | $49,177+18.5% | $79,464-26.6% | $64,186-9.2% |
| Participation rate | 91.3% | 65.0%+26.3pp | 73.3%+18.0pp | 69.6%+21.7pp |
| Annual return | 7.74% | -1.16%+8.9pp | 718.14%-710.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,934 | $2,076-6.8% | $2,800-30.9% | $2,381-18.8% |
| Participant deferral / active EE | $5,029 | $2,821+78.2% | $3,704+35.8% | $3,470+44.9% |
| Admin fee / account holder | $16,989 | $3,839+342.6% | $5,113+232.3% | $4,888+247.6% |