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 | $20,601 | $49,177-58.1% | $79,464-74.1% | $64,186-67.9% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.8pp | 69.6%+21.5pp |
| Annual return | -2.74% | -1.16%-1.6pp | 718.14%-720.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,655 | $2,076+124.2% | $2,800+66.2% | $2,381+95.5% |
| Participant deferral / active EE | $7,008 | $2,821+148.4% | $3,704+89.2% | $3,470+102.0% |
| Admin fee / account holder | $1,567 | $3,839-59.2% | $5,113-69.4% | $4,888-68.0% |