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 | $165,282 | $214,378-22.9% | $200,582-17.6% | $142,382+16.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.57% | 46.41%-25.8pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,245 | $6,841-52.6% | $6,419-49.4% | $4,299-24.5% |
| Participant deferral / active EE | $5,265 | $9,865-46.6% | $9,331-43.6% | $6,507-19.1% |
| Admin fee / account holder | $10,930 | $17,692-38.2% | $16,305-33.0% | $12,624-13.4% |