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 | $68,818 | $80,968-15.0% | $96,544-28.7% | $75,163-8.4% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 40.91% | 27.06%+13.8pp | 25.84%+15.1pp | 160.62%-119.7pp |
| Employer contribution / active EE | $3,766 | $2,282+65.0% | $2,965+27.0% | $2,670+41.1% |
| Participant deferral / active EE | $5,294 | $3,928+34.8% | $4,851+9.1% | $4,125+28.3% |
| Admin fee / account holder | $25,241 | $6,724+275.4% | $8,252+205.9% | $5,651+346.7% |