Filed April 18, 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 | $170,293 | $60,022+183.7% | $88,946+91.5% | $84,808+100.8% |
| Participation rate | 98.0% | 57.8%+40.2pp | 68.8%+29.2pp | 68.3%+29.7pp |
| Annual return | 20.08% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,370 | $1,703+215.4% | $2,555+110.2% | $2,631+104.1% |
| Participant deferral / active EE | $12,792 | $3,114+310.8% | $4,581+179.2% | $4,212+203.7% |
| Admin fee / account holder | $9,930 | $4,811+106.4% | $8,261+20.2% | $7,344+35.2% |