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 | $139,407 | $56,054+148.7% | $171,082-18.5% | $62,891+121.7% |
| Participation rate | 86.2% | 62.9%+23.3pp | 76.7%+9.5pp | 69.3%+16.8pp |
| Annual return | 8.06% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,176 | $1,731+141.3% | $4,002+4.4% | $2,281+83.1% |
| Participant deferral / active EE | $6,633 | $3,158+110.0% | $4,797+38.3% | $3,203+107.1% |
| Admin fee / account holder | $8,625 | $3,647+136.5% | $8,520+1.2% | $4,296+100.8% |