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.
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 | $43,218 | $72,177-40.1% | $115,037-62.4% | $59,632-27.5% |
| Participation rate | 87.0% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | -0.54% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,229 | $2,841+13.6% | $4,608-29.9% | $2,203+46.6% |
| Participant deferral / active EE | $6,253 | $4,783+30.7% | $6,026+3.8% | $3,192+95.9% |
| Admin fee / account holder | $5,377 | $4,927+9.1% | $8,175-34.2% | $4,297+25.1% |