Filed November 4, 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 9-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 | $45,455 | $42,894+6.0% | $60,874-25.3% | $68,494-33.6% |
| Participation rate | 90.2% | 66.8%+23.4pp | 73.1%+17.1pp | 67.9%+22.3pp |
| Annual return | -12.05% | -13.98%+1.9pp | 16.90%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,150 | $1,978+8.7% | $2,701-20.4% | $2,596-17.2% |
| Participant deferral / active EE | $3,933 | $2,867+37.2% | $3,817+3.0% | $4,027-2.3% |
| Admin fee / account holder | $2,748 | $3,101-11.4% | $3,224-14.8% | $5,403-49.1% |