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 | $202,363 | $81,460+148.4% | $103,333+95.8% | $80,856+150.3% |
| Participation rate | 97.2% | 66.8%+30.4pp | 74.5%+22.7pp | 67.6%+29.6pp |
| Annual return | 16.12% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $15,407 | $3,105+396.2% | $3,868+298.3% | $2,755+459.3% |
| Participant deferral / active EE | $6,844 | $3,869+76.9% | $5,057+35.3% | $4,296+59.3% |
| Admin fee / account holder | $6,632 | $6,566+1.0% | $8,355-20.6% | $6,918-4.1% |