Filed May 9, 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 | $76,135 | $112,096-32.1% | $95,952-20.7% | $158,922-52.1% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 14.85% | 171.09%-156.2pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,761 | $3,198-44.9% | $2,541-30.7% | $4,761-63.0% |
| Participant deferral / active EE | $10,245 | $4,784+114.1% | $4,167+145.9% | $5,982+71.3% |
| Admin fee / account holder | $13,367 | $10,130+32.0% | $6,795+96.7% | $11,246+18.9% |