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 | $29,933 | $71,883-58.4% | $86,677-65.5% | $68,494-56.3% |
| Participation rate | 79.4% | 72.2%+7.1pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -14.97% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $757 | $2,173-65.2% | $2,836-73.3% | $2,596-70.9% |
| Participant deferral / active EE | $3,747 | $3,779-0.8% | $4,656-19.5% | $4,027-7.0% |
| Admin fee / account holder | $10,462 | $6,112+71.2% | $7,493+39.6% | $5,403+93.6% |