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 | $130,374 | $62,672+108.0% | $185,117-29.6% | $70,131+85.9% |
| Participation rate | 97.2% | 63.8%+33.4pp | 77.3%+19.9pp | 69.5%+27.6pp |
| Annual return | 13.48% | 40.79%-27.3pp | 40.50%-27.0pp | 73.14%-59.7pp |
| Employer contribution / active EE | $4,332 | $1,753+147.1% | $4,182+3.6% | $2,342+84.9% |
| Participant deferral / active EE | $6,625 | $3,272+102.5% | $5,045+31.3% | $3,332+98.8% |
| Admin fee / account holder | $19,736 | $3,932+402.0% | $8,159+141.9% | $4,645+324.9% |