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 | $45,245 | $60,124-24.7% | $90,404-50.0% | $79,858-43.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.22% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,985 | $2,068+334.5% | $3,262+175.5% | $2,471+263.7% |
| Participant deferral / active EE | $9,340 | $2,938+217.9% | $3,963+135.7% | $3,740+149.7% |
| Admin fee / account holder | $3,817 | $3,976-4.0% | $5,611-32.0% | $5,306-28.1% |