Filed March 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 | $127,243 | $52,519+142.3% | $155,790-18.3% | $59,632+113.4% |
| Participation rate | 82.8% | 61.7%+21.1pp | 76.1%+6.7pp | 68.7%+14.1pp |
| Annual return | -0.73% | 53.51%-54.2pp | 71.54%-72.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,845 | $1,589+142.0% | $3,836+0.2% | $2,203+74.6% |
| Participant deferral / active EE | $5,838 | $3,084+89.3% | $4,797+21.7% | $3,192+82.9% |
| Admin fee / account holder | $1,993 | $3,540-43.7% | $7,478-73.3% | $4,297-53.6% |