Filed October 13, 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 | $164,136 | $183,963-10.8% | $162,163+1.2% | $152,861+7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.52% | 150.76%-131.2pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,762 | $6,371-56.6% | $5,614-50.8% | $4,762-42.0% |
| Participant deferral / active EE | $7,260 | $8,034-9.6% | $7,298-0.5% | $5,850+24.1% |
| Admin fee / account holder | $40,288 | $13,121+207.0% | $10,843+271.6% | $11,596+247.4% |