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 | $64,297 | $54,229+18.6% | $70,092-8.3% | $68,494-6.1% |
| Participation rate | 90.6% | 64.5%+26.1pp | 70.5%+20.1pp | 67.9%+22.7pp |
| Annual return | -11.55% | -13.87%+2.3pp | 190.73%-202.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $4,805 | $2,018+138.1% | $2,559+87.8% | $2,596+85.1% |
| Participant deferral / active EE | $9,310 | $2,956+215.0% | $3,849+141.9% | $4,027+131.2% |
| Admin fee / account holder | $4,147 | $4,694-11.7% | $6,267-33.8% | $5,403-23.2% |