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 | $65,303 | $147,727-55.8% | $115,756-43.6% | $134,475-51.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.1%+8.6pp | 81.2%+4.5pp |
| Annual return | -13.18% | 73.96%-87.1pp | 143.14%-156.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,916 | $4,713-59.4% | $3,793-49.5% | $4,740-59.6% |
| Participant deferral / active EE | $6,820 | $7,563-9.8% | $6,254+9.0% | $6,400+6.6% |
| Admin fee / account holder | $3,397 | $14,571-76.7% | $8,124-58.2% | $11,426-70.3% |