Filed July 13, 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 | $37,912 | $109,359-65.3% | $162,163-76.6% | $72,985-48.1% |
| Participation rate | 84.1% | 84.3%-0.1pp | 87.6%-3.4pp | 69.5%+14.6pp |
| Annual return | 22.87% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,944 | $3,907-24.7% | $5,614-47.6% | $2,440+20.7% |
| Participant deferral / active EE | $2,798 | $5,481-49.0% | $7,298-61.7% | $3,607-22.4% |
| Admin fee / account holder | $2,734 | $7,972-65.7% | $10,843-74.8% | $5,124-46.6% |