Filed March 17, 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 | $71,815 | $89,355-19.6% | $141,162-49.1% | $72,985-1.6% |
| Participation rate | 94.7% | 75.1%+19.5pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 25.43% | 111.85%-86.4pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $7,586 | $3,114+143.6% | $4,735+60.2% | $2,440+210.9% |
| Participant deferral / active EE | $11,136 | $5,418+105.5% | $6,709+66.0% | $3,607+208.7% |
| Admin fee / account holder | $9,287 | $5,958+55.9% | $10,261-9.5% | $5,124+81.2% |