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 | $69,703 | $58,208+19.7% | $81,812-14.8% | $80,856-13.8% |
| Participation rate | 97.6% | 63.4%+34.2pp | 72.3%+25.3pp | 67.6%+30.0pp |
| Annual return | 14.16% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,625 | $2,340+268.6% | $2,912+196.1% | $2,755+213.1% |
| Participant deferral / active EE | $9,146 | $3,281+178.8% | $4,319+111.8% | $4,296+112.9% |
| Admin fee / account holder | $7,617 | $4,981+52.9% | $7,386+3.1% | $6,918+10.1% |