Filed June 8, 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 | $154,459 | $78,672+96.3% | $109,143+41.5% | $85,850+79.9% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 11.76% | 25.09%-13.3pp | 25.75%-14.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $9,003 | $2,735+229.2% | $3,722+141.9% | $2,565+251.0% |
| Participant deferral / active EE | $5,918 | $3,467+70.7% | $4,653+27.2% | $3,952+49.7% |
| Admin fee / account holder | $12,477 | $5,469+128.1% | $6,752+84.8% | $6,260+99.3% |