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 | $111,215 | $48,230+130.6% | $67,502+64.8% | $80,856+37.5% |
| Participation rate | 97.5% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+29.9pp |
| Annual return | 17.32% | 18.28%-1.0pp | 3512.12%-3494.8pp | 35.59%-18.3pp |
| Employer contribution / active EE | $8,461 | $2,020+318.9% | $2,731+209.8% | $2,755+207.1% |
| Participant deferral / active EE | $8,679 | $2,924+196.8% | $4,000+117.0% | $4,296+102.0% |
| Admin fee / account holder | $3,354 | $3,681-8.9% | $3,998-16.1% | $6,918-51.5% |