Filed May 31, 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 | $79,259 | $153,772-48.5% | $133,980-40.8% | $273,961-71.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 3.46% | 36.51%-33.1pp | 29.30%-25.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,036 | $6,029-16.5% | $5,211-3.4% | $4,869+3.4% |
| Participant deferral / active EE | $4,823 | $6,958-30.7% | $6,282-23.2% | $5,287-8.8% |
| Admin fee / account holder | $1,091 | $11,765-90.7% | $9,324-88.3% | $10,132-89.2% |