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 | $184,636 | $201,272-8.3% | $184,203+0.2% | $145,922+26.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $4,139 | $7,022-41.1% | $6,427-35.6% | $4,660-11.2% |
| Participant deferral / active EE | $8,736 | $9,806-10.9% | $9,131-4.3% | $6,688+30.6% |
| Admin fee / account holder | $20,306 | $16,364+24.1% | $13,901+46.1% | $13,397+51.6% |