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 | $61,114 | $100,041-38.9% | $149,718-59.2% | $70,131-12.9% |
| Participation rate | 80.3% | 83.6%-3.3pp | 87.1%-6.8pp | 69.5%+10.7pp |
| Annual return | 32.40% | 27.43%+5.0pp | 1501.63%-1469.2pp | 73.14%-40.7pp |
| Employer contribution / active EE | $3,906 | $3,662+6.7% | $5,445-28.3% | $2,342+66.8% |
| Participant deferral / active EE | $5,999 | $4,983+20.4% | $6,569-8.7% | $3,332+80.0% |
| Admin fee / account holder | $4,028 | $8,286-51.4% | $11,283-64.3% | $4,645-13.3% |