Filed June 1, 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 9-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 | $38,958 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 134.08% | 888.09%-754.0pp | 735.12%-601.0pp | 519.73%-385.7pp |
| Employer contribution / active EE | $5,347 | $6,035-11.4% | $5,298+0.9% | $4,779+11.9% |
| Participant deferral / active EE | $8,349 | $5,806+43.8% | $5,081+64.3% | $5,609+48.9% |
| Admin fee / account holder | $1,270 | $16,143-92.1% | $13,411-90.5% | $10,827-88.3% |