Filed December 21, 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 | $166,193 | $95,803+73.5% | $113,168+46.9% | $84,808+96.0% |
| Participation rate | 98.0% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.7pp |
| Annual return | 15.96% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,286 | $2,360-3.1% | $2,975-23.2% | $2,631-13.1% |
| Participant deferral / active EE | $5,779 | $4,242+36.2% | $5,107+13.2% | $4,212+37.2% |
| Admin fee / account holder | $3,968 | $8,989-55.9% | $12,068-67.1% | $7,344-46.0% |