Filed October 7, 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 9-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 | $247,247 | $63,346+290.3% | $92,233+168.1% | $70,131+252.6% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 15.98% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,282 | $2,471+32.8% | $3,679-10.8% | $2,342+40.1% |
| Participant deferral / active EE | $6,353 | $2,854+122.6% | $3,897+63.0% | $3,332+90.7% |
| Admin fee / account holder | $7,480 | $3,840+94.8% | $5,194+44.0% | $4,645+61.0% |