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 | $56,214 | $167,483-66.4% | $115,752-51.4% | $147,584-61.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 6.60% | 12.11%-5.5pp | 19.41%-12.8pp | 578.55%-571.9pp |
| Employer contribution / active EE | $1,888 | $4,960-61.9% | $3,492-45.9% | $4,876-61.3% |
| Participant deferral / active EE | $6,223 | $7,037-11.6% | $5,204+19.6% | $5,439+14.4% |
| Admin fee / account holder | $10,097 | $13,069-22.7% | $6,278+60.8% | $10,885-7.2% |