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 | $140,756 | $167,484-16.0% | $151,611-7.2% | $134,475+4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.74% | 7.80%-20.5pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,088 | $6,829-54.8% | $6,166-49.9% | $4,740-34.8% |
| Participant deferral / active EE | $7,839 | $8,986-12.8% | $8,363-6.3% | $6,400+22.5% |
| Admin fee / account holder | $90,547 | $13,783+557.0% | $11,616+679.5% | $11,426+692.5% |