Filed February 12, 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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $207,317 | $124,425+66.6% | $112,040+85.0% | $137,256+51.0% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 13.87% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $588 | $3,411-82.8% | $2,954-80.1% | $4,156-85.9% |
| Participant deferral / active EE | $6,095 | $5,718+6.6% | $5,098+19.6% | $6,407-4.9% |
| Admin fee / account holder | $13,595 | $15,207-10.6% | $12,098+12.4% | $12,270+10.8% |