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 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 | $125,852 | $94,031+33.8% | $115,768+8.7% | $82,448+52.6% |
| Participation rate | 98.4% | 70.4%+28.0pp | 74.4%+24.0pp | 68.1%+30.3pp |
| Annual return | 18.75% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,749 | $2,323+104.4% | $2,940+61.5% | $2,551+86.2% |
| Participant deferral / active EE | $7,922 | $3,972+99.5% | $4,917+61.1% | $4,139+91.4% |
| Admin fee / account holder | $4,966 | $10,249-51.5% | $12,439-60.1% | $7,234-31.4% |