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 | $50,656 | $163,687-69.1% | $108,745-53.4% | $273,961-81.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 2.36% | 31.16%-28.8pp | 46.22%-43.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,689 | $4,711-64.2% | $3,323-49.2% | $4,869-65.3% |
| Participant deferral / active EE | $6,011 | $7,155-16.0% | $5,121+17.4% | $5,287+13.7% |
| Admin fee / account holder | $19,612 | $12,890+52.1% | $6,144+219.2% | $10,132+93.6% |