Filed August 31, 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 | $80,910 | $60,349+34.1% | $74,183+9.1% | $62,891+28.7% |
| Participation rate | 74.2% | 72.7%+1.5pp | 76.6%-2.4pp | 69.3%+4.9pp |
| Annual return | 7.81% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,800 | $1,680+7.1% | $2,370-24.1% | $2,281-21.1% |
| Participant deferral / active EE | $3,129 | $2,856+9.6% | $3,550-11.8% | $3,203-2.3% |
| Admin fee / account holder | $5,634 | $4,261+32.2% | $5,586+0.9% | $4,296+31.1% |