Filed December 30, 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 9-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 | $110,496 | $48,265+128.9% | $68,791+60.6% | $68,494+61.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.29% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $10,905 | $1,829+496.3% | $2,655+310.7% | $2,596+320.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,457 | $4,355-20.6% | $4,932-29.9% | $5,403-36.0% |