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 | $248,564 | $81,460+205.1% | $103,333+140.5% | $80,856+207.4% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 11.77% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $8,669 | $3,105+179.2% | $3,868+124.1% | $2,755+214.7% |
| Participant deferral / active EE | $8,326 | $3,869+115.2% | $5,057+64.6% | $4,296+93.8% |
| Admin fee / account holder | $2,018 | $6,566-69.3% | $8,355-75.9% | $6,918-70.8% |