Filed December 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 5-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 | $108,761 | $163,101-33.3% | $136,749-20.5% | $142,382-23.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.55% | 27.54%-14.0pp | 24.33%-10.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,998 | $4,117+142.9% | $3,400+194.1% | $4,299+132.6% |
| Participant deferral / active EE | $19,563 | $5,585+250.3% | $4,692+316.9% | $6,507+200.6% |
| Admin fee / account holder | $6,711 | $14,318-53.1% | $11,386-41.1% | $12,624-46.8% |