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 | $48,969 | $149,333-67.2% | $106,387-54.0% | $135,375-63.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -1.72% | 0.52%-2.2pp | 0.25%-2.0pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,642 | $4,984-67.0% | $3,520-53.3% | $4,779-65.6% |
| Participant deferral / active EE | $5,731 | $7,230-20.7% | $5,421+5.7% | $5,609+2.2% |
| Admin fee / account holder | $10,491 | $15,952-34.2% | $7,510+39.7% | $10,827-3.1% |