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 | $129,086 | $91,190+41.6% | $178,490-27.7% | $79,858+61.6% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 15.03% | 24.19%-9.2pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,861 | $3,256+18.6% | $5,011-22.9% | $2,471+56.3% |
| Participant deferral / active EE | $6,756 | $3,236+108.8% | $5,202+29.9% | $3,740+80.6% |
| Admin fee / account holder | $12,104 | $6,751+79.3% | $13,984-13.4% | $5,306+128.1% |