Filed September 1, 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 | $79,689 | $42,894+85.8% | $60,874+30.9% | $68,494+16.3% |
| Participation rate | 83.1% | 66.8%+16.3pp | 73.1%+10.0pp | 67.9%+15.2pp |
| Annual return | -17.11% | -13.98%-3.1pp | 16.90%-34.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,871 | $1,978+297.9% | $2,701+191.4% | $2,596+203.2% |
| Participant deferral / active EE | $7,327 | $2,867+155.6% | $3,817+92.0% | $4,027+81.9% |
| Admin fee / account holder | $5,429 | $3,101+75.1% | $3,224+68.4% | $5,403+0.5% |