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 | $29,890 | $54,762-45.4% | $90,281-66.9% | $72,985-59.0% |
| Participation rate | 90.2% | 65.1%+25.0pp | 73.3%+16.9pp | 69.5%+20.7pp |
| Annual return | 24.75% | 30.63%-5.9pp | 78.10%-53.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,279 | $2,092+200.1% | $2,854+120.0% | $2,440+157.4% |
| Participant deferral / active EE | $8,377 | $2,887+190.2% | $3,885+115.6% | $3,607+132.2% |
| Admin fee / account holder | $2,344 | $3,972-41.0% | $5,351-56.2% | $5,124-54.2% |