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 | $50,226 | $46,553+7.9% | $64,056-21.6% | $75,163-33.2% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 13.92% | 26.03%-12.1pp | 33.69%-19.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,467 | $1,974+75.6% | $2,747+26.2% | $2,670+29.9% |
| Participant deferral / active EE | $5,769 | $2,837+103.4% | $3,880+48.7% | $4,125+39.9% |
| Admin fee / account holder | $3,997 | $2,952+35.4% | $3,068+30.3% | $5,651-29.3% |