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 | $47,406 | $86,286-45.1% | $111,297-57.4% | $85,850-44.8% |
| Participation rate | 95.0% | 73.3%+21.7pp | 77.3%+17.7pp | 69.3%+25.7pp |
| Annual return | 14.69% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $780 | $2,043-61.8% | $2,731-71.4% | $2,565-69.6% |
| Participant deferral / active EE | $3,751 | $3,641+3.0% | $4,487-16.4% | $3,952-5.1% |
| Admin fee / account holder | $3,078 | $8,188-62.4% | $7,964-61.4% | $6,260-50.8% |