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 | $56,066 | $54,350+3.2% | $82,719-32.2% | $68,494-18.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -5.77% | -13.67%+7.9pp | 701.18%-706.9pp | -7.84%+2.1pp |
| Employer contribution / active EE | $8,755 | $2,218+294.7% | $3,009+191.0% | $2,596+237.2% |
| Participant deferral / active EE | $9,714 | $3,246+199.3% | $4,395+121.0% | $4,027+141.2% |
| Admin fee / account holder | $4,890 | $4,395+11.3% | $5,329-8.2% | $5,403-9.5% |