Filed January 13, 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 | $92,053 | $60,124+53.1% | $90,404+1.8% | $79,858+15.3% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 15.67% | 71.94%-56.3pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,322 | $2,938+115.2% | $3,963+59.5% | $3,740+69.0% |
| Admin fee / account holder | $452 | $3,976-88.6% | $5,611-91.9% | $5,306-91.5% |