Filed October 7, 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 | $42,429 | $42,894-1.1% | $60,874-30.3% | $68,494-38.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.58% | -13.98%+1.4pp | 16.90%-29.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,592 | $1,978+81.6% | $2,701+33.0% | $2,596+38.4% |
| Participant deferral / active EE | $4,514 | $2,867+57.5% | $3,817+18.3% | $4,027+12.1% |
| Admin fee / account holder | $1,972 | $3,101-36.4% | $3,224-38.9% | $5,403-63.5% |