Filed September 28, 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 | $125,313 | $81,460+53.8% | $103,333+21.3% | $80,856+55.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 19.29% | 25.55%-6.3pp | 24.88%-5.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,261 | $3,869+113.5% | $5,057+63.3% | $4,296+92.3% |
| Admin fee / account holder | $15,736 | $6,566+139.6% | $8,355+88.3% | $6,918+127.5% |