Filed June 14, 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 | $119,543 | $95,453+25.2% | $112,040+6.7% | $82,448+45.0% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 16.82% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,120 | $2,318-8.5% | $2,954-28.2% | $2,551-16.9% |
| Participant deferral / active EE | $4,786 | $4,224+13.3% | $5,098-6.1% | $4,139+15.6% |
| Admin fee / account holder | $16,895 | $9,013+87.4% | $12,098+39.7% | $7,234+133.5% |