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 | $37,982 | $177,572-78.6% | $154,803-75.5% | $142,382-73.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,048 | $4,810-57.4% | $4,305-52.4% | $4,299-52.4% |
| Participant deferral / active EE | $4,760 | $6,272-24.1% | $5,540-14.1% | $6,507-26.8% |
| Admin fee / account holder | $2,837 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |