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 | $95,453+74.1% | $112,040+48.3% | $82,448+101.6% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 15.96% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,286 | $2,318-1.4% | $2,954-22.6% | $2,551-10.4% |
| Participant deferral / active EE | $5,779 | $4,224+36.8% | $5,098+13.4% | $4,139+39.6% |
| Admin fee / account holder | $3,968 | $9,013-56.0% | $12,098-67.2% | $7,234-45.2% |