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 | $105,438 | $73,004+44.4% | $90,749+16.2% | $68,494+53.9% |
| Participation rate | 98.1% | 70.8%+27.3pp | 75.7%+22.4pp | 67.9%+30.2pp |
| Annual return | -11.24% | -13.81%+2.6pp | -12.16%+0.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,930 | $2,193+33.6% | $2,921+0.3% | $2,596+12.9% |
| Participant deferral / active EE | $4,221 | $3,627+16.4% | $4,564-7.5% | $4,027+4.8% |
| Admin fee / account holder | $9,947 | $5,896+68.7% | $8,445+17.8% | $5,403+84.1% |