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 | $71,021 | $54,380+30.6% | $68,509+3.7% | $59,632+19.1% |
| Participation rate | 97.7% | 70.2%+27.5pp | 74.7%+23.0pp | 68.7%+29.1pp |
| Annual return | -1.19% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,464 | $1,539+60.2% | $2,278+8.2% | $2,203+11.9% |
| Participant deferral / active EE | $3,025 | $2,643+14.4% | $3,382-10.6% | $3,192-5.2% |
| Admin fee / account holder | $1,396 | $3,885-64.1% | $5,275-73.5% | $4,297-67.5% |