Filed November 29, 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 | $54,650 | $54,726-0.1% | $68,793-20.6% | $64,186-14.9% |
| Participation rate | 93.2% | 68.0%+25.2pp | 72.2%+21.0pp | 69.6%+23.6pp |
| Annual return | -7.16% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $17,751 | $1,846+861.6% | $2,625+576.2% | $2,381+645.6% |
| Participant deferral / active EE | $7,140 | $2,626+171.9% | $3,311+115.6% | $3,470+105.8% |
| Admin fee / account holder | $2,019 | $4,027-49.9% | $5,131-60.6% | $4,888-58.7% |