Filed August 26, 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 | $105,967 | $87,841+20.6% | $133,980-20.9% | $62,891+68.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.94% | 12.05%-6.1pp | 29.30%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,998 | $3,483-13.9% | $5,211-42.5% | $2,281+31.4% |
| Participant deferral / active EE | $5,381 | $4,812+11.8% | $6,282-14.3% | $3,203+68.0% |
| Admin fee / account holder | $775 | $5,371-85.6% | $9,324-91.7% | $4,296-82.0% |