Filed January 13, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $112,732 | $58,234+93.6% | $81,783+37.8% | $80,874+39.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.32% | 41.70%-27.4pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,530 | $2,341+93.5% | $2,913+55.5% | $2,756+64.4% |
| Participant deferral / active EE | $12,884 | $3,283+292.5% | $4,320+198.2% | $4,297+199.8% |
| Admin fee / account holder | $10,819 | $4,982+117.2% | $7,380+46.6% | $6,935+56.0% |