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 | $80,423 | $148,978-46.0% | $200,582-59.9% | $84,808-5.2% |
| Participation rate | 95.9% | 84.2%+11.7pp | 86.9%+9.0pp | 68.3%+27.6pp |
| Annual return | 15.14% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,137 | $4,815-34.8% | $6,419-51.1% | $2,631+19.2% |
| Participant deferral / active EE | $3,726 | $7,142-47.8% | $9,331-60.1% | $4,212-11.5% |
| Admin fee / account holder | $3,232 | $13,977-76.9% | $16,305-80.2% | $7,344-56.0% |