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 | $80,721 | $59,101+36.6% | $77,163+4.6% | $75,163+7.4% |
| Participation rate | 84.0% | 63.9%+20.1pp | 69.6%+14.4pp | 67.2%+16.8pp |
| Annual return | 16.59% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,808 | $1,995+141.0% | $2,535+89.7% | $2,670+80.1% |
| Participant deferral / active EE | $9,416 | $2,999+213.9% | $3,833+145.6% | $4,125+128.3% |
| Admin fee / account holder | $11,667 | $4,774+144.4% | $5,472+113.2% | $5,651+106.5% |