Filed July 1, 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 | $143,098 | $62,586+128.6% | $76,768+86.4% | $64,186+122.9% |
| Participation rate | 95.3% | 72.8%+22.5pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | 6.24% | -1.95%+8.2pp | 2.43%+3.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $7,617 | $1,832+315.8% | $2,485+206.5% | $2,381+219.9% |
| Participant deferral / active EE | $3,980 | $3,145+26.6% | $3,852+3.3% | $3,470+14.7% |
| Admin fee / account holder | $11,011 | $4,667+135.9% | $6,675+65.0% | $4,888+125.3% |