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 | $34,483 | $65,685-47.5% | $57,179-39.7% | $273,961-87.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.44% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $808 | $3,279-75.4% | $2,682-69.9% | $4,869-83.4% |
| Participant deferral / active EE | $3,976 | $3,782+5.1% | $3,096+28.4% | $5,287-24.8% |
| Admin fee / account holder | $3,607 | $4,835-25.4% | $3,139+14.9% | $10,132-64.4% |