Filed November 17, 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 | $32,075 | $49,173-34.8% | $121,098-73.5% | $75,163-57.3% |
| Participation rate | 70.6% | 55.4%+15.2pp | 69.5%+1.1pp | 67.2%+3.4pp |
| Annual return | 25.96% | 55.99%-30.0pp | 985.75%-959.8pp | 160.62%-134.7pp |
| Employer contribution / active EE | $2,393 | $1,546+54.9% | $4,164-42.5% | $2,670-10.4% |
| Participant deferral / active EE | $3,269 | $2,628+24.4% | $4,080-19.9% | $4,125-20.8% |
| Admin fee / account holder | $2,650 | $3,942-32.8% | $5,644-53.1% | $5,651-53.1% |