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 | $84,778 | $68,719+23.4% | $91,541-7.4% | $84,8080% |
| Participation rate | 85.0% | 64.5%+20.5pp | 69.8%+15.2pp | 68.3%+16.7pp |
| Annual return | 13.70% | 19.12%-5.4pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,406 | $1,920+129.5% | $2,505+75.9% | $2,631+67.4% |
| Participant deferral / active EE | $9,345 | $3,136+198.0% | $4,008+133.2% | $4,212+121.9% |
| Admin fee / account holder | $4,231 | $5,786-26.9% | $6,956-39.2% | $7,344-42.4% |