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 | $38,391 | $71,883-46.6% | $86,677-55.7% | $68,494-43.9% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+8.9pp | 67.9%+17.6pp |
| Annual return | -13.33% | 3.52%-16.9pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $780 | $2,173-64.1% | $2,836-72.5% | $2,596-70.0% |
| Participant deferral / active EE | $3,664 | $3,779-3.0% | $4,656-21.3% | $4,027-9.0% |
| Admin fee / account holder | $6,892 | $6,112+12.8% | $7,493-8.0% | $5,403+27.6% |