Filed October 7, 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 | $53,442 | $113,935-53.1% | $94,224-43.3% | $125,391-57.4% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -3.15% | 5.29%-8.4pp | 10.68%-13.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,854 | $4,727-60.8% | $3,587-48.3% | $4,866-61.9% |
| Participant deferral / active EE | $5,409 | $5,179+4.4% | $4,320+25.2% | $5,352+1.1% |
| Admin fee / account holder | $368 | $8,391-95.6% | $6,269-94.1% | $9,540-96.1% |