Filed March 17, 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 | $17,315 | $53,127-67.4% | $86,590-80.0% | $70,131-75.3% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 26.22% | 27.66%-1.4pp | 964.84%-938.6pp | 73.14%-46.9pp |
| Employer contribution / active EE | $4,121 | $2,068+99.2% | $2,839+45.1% | $2,342+75.9% |
| Participant deferral / active EE | $5,790 | $2,696+114.8% | $3,609+60.4% | $3,332+73.8% |
| Admin fee / account holder | $1,195 | $3,585-66.7% | $4,906-75.6% | $4,645-74.3% |