Filed April 18, 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 7-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 | $222,881 | $215,361+3.5% | $171,082+30.3% | $273,961-18.6% |
| Participation rate | 89.5% | 82.0%+7.4pp | 76.7%+12.8pp | 83.0%+6.5pp |
| Annual return | 2550.64% | 25.14%+2525.5pp | 32.56%+2518.1pp | 41.45%+2509.2pp |
| Employer contribution / active EE | $7,632 | $4,967+53.7% | $4,002+90.7% | $4,869+56.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,345 | $10,846-78.4% | $8,520-72.5% | $10,132-76.9% |