Filed December 2, 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 | $131,362 | $201,272-34.7% | $184,203-28.7% | $145,922-10.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.59% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,113 | $7,022-12.9% | $6,427-4.9% | $4,660+31.2% |
| Participant deferral / active EE | $5,103 | $9,806-48.0% | $9,131-44.1% | $6,688-23.7% |
| Admin fee / account holder | $2,980 | $16,364-81.8% | $13,901-78.6% | $13,397-77.8% |