Filed September 28, 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 | $97,887 | $172,478-43.2% | $145,661-32.8% | $142,382-31.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 11.27% | 151.09%-139.8pp | 101.46%-90.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,221 | $4,899-54.7% | $4,238-47.6% | $4,299-48.3% |
| Participant deferral / active EE | $6,418 | $8,348-23.1% | $7,198-10.8% | $6,507-1.4% |
| Admin fee / account holder | $7,804 | $16,864-53.7% | $12,466-37.4% | $12,624-38.2% |