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 | $70,014 | $53,127+31.8% | $86,590-19.1% | $70,131-0.2% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 39.02% | 27.66%+11.4pp | 964.84%-925.8pp | 73.14%-34.1pp |
| Employer contribution / active EE | $4,002 | $2,068+93.5% | $2,839+41.0% | $2,342+70.9% |
| Participant deferral / active EE | $8,466 | $2,696+214.1% | $3,609+134.6% | $3,332+154.1% |
| Admin fee / account holder | $4,486 | $3,585+25.1% | $4,906-8.6% | $4,645-3.4% |