Filed June 25, 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 | $188,951 | $209,832-10.0% | $189,513-0.3% | $167,490+12.8% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 13.82% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $4,387 | $6,914-36.6% | $6,162-28.8% | $4,837-9.3% |
| Participant deferral / active EE | $4,347 | $8,935-51.3% | $8,221-47.1% | $6,341-31.4% |
| Admin fee / account holder | $4,181 | $14,293-70.8% | $12,045-65.3% | $12,309-66.0% |