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 | $72,334 | $755,339-90.4% | $379,746-81.0% | $158,922-54.5% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | 8.62% | 53.41%-44.8pp | 34.90%-26.3pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,724 | $4,685-63.2% | $3,540-51.3% | $4,761-63.8% |
| Participant deferral / active EE | $5,900 | $7,938-25.7% | $6,024-2.1% | $5,982-1.4% |
| Admin fee / account holder | $10,799 | $14,482-25.4% | $7,927+36.2% | $11,246-4.0% |