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 | $81,497 | $154,365-47.2% | $130,231-37.4% | $139,434-41.6% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.3%+3.7pp | 80.3%-0.3pp |
| Annual return | 14.42% | 30.34%-15.9pp | 38.77%-24.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,592 | $5,170-49.9% | $4,126-37.2% | $4,751-45.4% |
| Participant deferral / active EE | $9,311 | $8,498+9.6% | $6,799+37.0% | $6,710+38.8% |
| Admin fee / account holder | $5,425 | $9,214-41.1% | $6,020-9.9% | $11,403-52.4% |