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 | $48,239 | $110,094-56.2% | $151,611-68.2% | $68,494-29.6% |
| Participation rate | 98.4% | 84.0%+14.4pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | -14.65% | -10.12%-4.5pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,217 | $4,471-28.0% | $6,166-47.8% | $2,596+23.9% |
| Participant deferral / active EE | $3,779 | $6,527-42.1% | $8,363-54.8% | $4,027-6.2% |
| Admin fee / account holder | $3,990 | $7,719-48.3% | $11,616-65.7% | $5,403-26.1% |