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 | $233,809 | $72,277+223.5% | $101,248+130.9% | $79,858+192.8% |
| Participation rate | 93.0% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 14.85% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $9,534 | $2,692+254.2% | $3,660+160.5% | $2,471+285.9% |
| Participant deferral / active EE | $8,604 | $3,282+162.2% | $4,370+96.9% | $3,740+130.0% |
| Admin fee / account holder | $1,234 | $4,400-71.9% | $5,945-79.2% | $5,306-76.7% |