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 | $57,590+195.7% | $86,233+97.5% | $82,448+106.5% |
| Participation rate | 98.0% | 57.9%+40.1pp | 69.0%+29.0pp | 68.1%+29.9pp |
| Annual return | 20.08% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $5,370 | $1,655+224.4% | $2,504+114.4% | $2,551+110.5% |
| Participant deferral / active EE | $12,792 | $3,080+315.3% | $4,559+180.6% | $4,139+209.0% |
| Admin fee / account holder | $9,930 | $4,730+109.9% | $8,342+19.0% | $7,234+37.3% |