Filed February 22, 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 | $177,047 | $57,354+208.7% | $83,848+111.2% | $64,186+175.8% |
| Participation rate | 71.2% | 68.6%+2.5pp | 76.1%-5.0pp | 69.6%+1.6pp |
| Annual return | -5.51% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,619 | $2,545+199.3% | $3,631+109.8% | $2,381+220.0% |
| Participant deferral / active EE | $6,382 | $2,993+113.2% | $4,082+56.4% | $3,470+84.0% |
| Admin fee / account holder | $29,639 | $4,046+632.6% | $5,478+441.0% | $4,888+506.4% |