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 | $88,319 | $76,000+16.2% | $154,107-42.7% | $64,186+37.6% |
| Participation rate | 95.7% | 70.4%+25.3pp | 83.0%+12.7pp | 69.6%+26.2pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,959 | $3,351-11.7% | $5,298-44.1% | $2,381+24.3% |
| Participant deferral / active EE | $5,075 | $3,175+59.8% | $5,081-0.1% | $3,470+46.3% |
| Admin fee / account holder | $2,925 | $5,596-47.7% | $13,411-78.2% | $4,888-40.2% |