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 | $43,040 | $86,286-50.1% | $111,297-61.3% | $85,850-49.9% |
| Participation rate | 87.8% | 73.3%+14.4pp | 77.3%+10.4pp | 69.3%+18.4pp |
| Annual return | 13.80% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $837 | $2,043-59.0% | $2,731-69.4% | $2,565-67.4% |
| Participant deferral / active EE | $4,400 | $3,641+20.9% | $4,487-1.9% | $3,952+11.3% |
| Admin fee / account holder | $6,304 | $8,188-23.0% | $7,964-20.8% | $6,260+0.7% |