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 | $90,752 | $173,345-47.6% | $136,007-33.3% | $145,922-37.8% |
| Participation rate | 71.4% | 80.5%-9.0pp | 76.5%-5.0pp | 80.3%-8.8pp |
| Annual return | 8.66% | 1163.32%-1154.7pp | 579.32%-570.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,656 | $5,278-68.6% | $4,217-60.7% | $4,660-64.5% |
| Participant deferral / active EE | $6,822 | $8,699-21.6% | $7,025-2.9% | $6,688+2.0% |
| Admin fee / account holder | $3,196 | $9,954-67.9% | $6,858-53.4% | $13,397-76.1% |