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 | $45,900 | $60,349-23.9% | $74,183-38.1% | $62,891-27.0% |
| Participation rate | 79.2% | 72.7%+6.4pp | 76.6%+2.5pp | 69.3%+9.9pp |
| Annual return | 5.81% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,290 | $1,680-23.2% | $2,370-45.6% | $2,281-43.5% |
| Participant deferral / active EE | $3,128 | $2,856+9.5% | $3,550-11.9% | $3,203-2.3% |
| Admin fee / account holder | $13,647 | $4,261+220.3% | $5,586+144.3% | $4,296+217.7% |