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 | $38,583 | $80,968-52.3% | $96,544-60.0% | $75,163-48.7% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 14.65% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $795 | $2,282-65.2% | $2,965-73.2% | $2,670-70.2% |
| Participant deferral / active EE | $3,573 | $3,928-9.0% | $4,851-26.3% | $4,125-13.4% |
| Admin fee / account holder | $1,434 | $6,724-78.7% | $8,252-82.6% | $5,651-74.6% |