Filed January 13, 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 | $43,422 | $39,162+10.9% | $100,671-56.9% | $59,632-27.2% |
| Participation rate | 79.5% | 55.9%+23.7pp | 70.7%+8.8pp | 68.7%+10.9pp |
| Annual return | -0.36% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,078 | $1,151-6.3% | $4,012-73.1% | $2,203-51.1% |
| Participant deferral / active EE | $3,134 | $1,992+57.3% | $3,144-0.3% | $3,192-1.8% |
| Admin fee / account holder | $6,163 | $2,969+107.6% | $4,850+27.1% | $4,297+43.4% |