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 | $120,523 | $86,929+38.6% | $102,423+17.7% | $80,856+49.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 200.83% | 18.88%+181.9pp | 29.32%+171.5pp | 35.59%+165.2pp |
| Employer contribution / active EE | $4,934 | $2,369+108.3% | $3,023+63.2% | $2,755+79.1% |
| Participant deferral / active EE | $7,667 | $4,118+86.2% | $5,053+51.7% | $4,296+78.5% |
| Admin fee / account holder | $55,167 | $8,049+585.4% | $9,451+483.7% | $6,918+697.5% |