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 | $50,029 | $76,552-34.6% | $123,892-59.6% | $62,891-20.5% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 10.51% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,647 | $2,883+26.5% | $4,617-21.0% | $2,281+59.9% |
| Participant deferral / active EE | $8,069 | $4,840+66.7% | $5,984+34.8% | $3,203+151.9% |
| Admin fee / account holder | $4,570 | $4,826-5.3% | $8,357-45.3% | $4,296+6.4% |