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 | $210,798 | $185,822+13.4% | $169,993+24.0% | $139,434+51.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.94% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,626 | $7,590-12.7% | $6,785-2.4% | $4,751+39.5% |
| Participant deferral / active EE | $6,376 | $11,622-45.1% | $10,408-38.7% | $6,710-5.0% |
| Admin fee / account holder | $24,735 | $15,381+60.8% | $12,815+93.0% | $11,403+116.9% |