Filed June 21, 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 8-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 | $48,969 | $74,888-34.6% | $71,209-31.2% | $142,382-65.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.99% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,138 | $2,854-25.1% | $2,721-21.4% | $4,299-50.3% |
| Participant deferral / active EE | $7,735 | $4,454+73.6% | $4,175+85.3% | $6,507+18.9% |
| Admin fee / account holder | $3,889 | $5,568-30.2% | $5,349-27.3% | $12,624-69.2% |