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 | $183,973 | $64,707+184.3% | $112,228+63.9% | $68,494+168.6% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -11.26% | -11.40%+0.1pp | 27.45%-38.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $11,668 | $2,746+324.9% | $3,635+221.0% | $2,596+349.4% |
| Participant deferral / active EE | $9,704 | $3,565+172.2% | $4,728+105.2% | $4,027+141.0% |
| Admin fee / account holder | $69,768 | $5,232+1233.5% | $6,410+988.4% | $5,403+1191.4% |