Filed January 9, 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 | $102,176 | $54,380+87.9% | $68,509+49.1% | $59,632+71.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.19% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,469 | $1,539+125.5% | $2,278+52.3% | $2,203+57.5% |
| Participant deferral / active EE | $4,734 | $2,643+79.1% | $3,382+40.0% | $3,192+48.3% |
| Admin fee / account holder | $6,540 | $3,885+68.3% | $5,275+24.0% | $4,297+52.2% |