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 | $62,598 | $65,409-4.3% | $98,442-36.4% | $85,850-27.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.37% | 21.76%-3.4pp | 1492.73%-1474.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $10,167 | $2,168+369.0% | $2,960+243.5% | $2,565+296.4% |
| Participant deferral / active EE | $10,237 | $3,166+223.3% | $4,276+139.4% | $3,952+159.0% |
| Admin fee / account holder | $1,764 | $4,593-61.6% | $5,949-70.3% | $6,260-71.8% |