Filed December 21, 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 | $86,362 | $39,122+120.8% | $57,179+51.0% | $62,891+37.3% |
| Participation rate | 76.9% | 70.5%+6.4pp | 75.3%+1.6pp | 69.3%+7.6pp |
| Annual return | 58.70% | 9.23%+49.5pp | 14.59%+44.1pp | 20.14%+38.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,818 | $2,374+229.4% | $3,096+152.5% | $3,203+144.1% |
| Admin fee / account holder | $11,950 | $2,592+361.0% | $3,139+280.7% | $4,296+178.2% |