Filed October 24, 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 | $42,445 | $78,422-45.9% | $95,952-55.8% | $79,858-46.8% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.6pp | 69.6%+12.0pp |
| Annual return | 22.24% | 19.37%+2.9pp | 91.61%-69.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $892 | $1,945-54.2% | $2,541-64.9% | $2,471-63.9% |
| Participant deferral / active EE | $4,295 | $3,440+24.9% | $4,167+3.1% | $3,740+14.8% |
| Admin fee / account holder | $2,915 | $5,622-48.2% | $6,795-57.1% | $5,306-45.1% |