Filed December 27, 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 | $27,510 | $58,234-52.8% | $81,783-66.4% | $80,874-66.0% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 14.38% | 41.70%-27.3pp | 775.05%-760.7pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,518 | $2,341+7.5% | $2,913-13.6% | $2,756-8.6% |
| Participant deferral / active EE | $5,081 | $3,283+54.8% | $4,320+17.6% | $4,297+18.3% |
| Admin fee / account holder | $3,629 | $4,982-27.1% | $7,380-50.8% | $6,935-47.7% |