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 | $99,104 | $98,750+0.4% | $149,696-33.8% | $79,858+24.1% |
| Participation rate | 97.3% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 26.13% | 27.43%-1.3pp | 276.60%-250.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $7,494 | $3,216+133.0% | $4,644+61.4% | $2,471+203.3% |
| Participant deferral / active EE | $11,742 | $5,680+106.7% | $6,842+71.6% | $3,740+214.0% |
| Admin fee / account holder | $4,161 | $6,053-31.3% | $9,309-55.3% | $5,306-21.6% |