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 | $56,547 | $137,414-58.8% | $189,513-70.2% | $85,850-34.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.82% | 38.14%-17.3pp | 555.15%-534.3pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,927 | $4,344-32.6% | $6,162-52.5% | $2,565+14.1% |
| Participant deferral / active EE | $3,515 | $6,260-43.9% | $8,221-57.2% | $3,952-11.1% |
| Admin fee / account holder | $3,460 | $8,630-59.9% | $12,045-71.3% | $6,260-44.7% |