Filed August 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,616 | $47,479-1.8% | $62,929-25.9% | $82,448-43.5% |
| Participation rate | 89.7% | 66.9%+22.8pp | 73.1%+16.5pp | 68.1%+21.6pp |
| Annual return | 9.54% | 20.34%-10.8pp | 1063.93%-1054.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,690 | $1,885+42.7% | $2,505+7.4% | $2,551+5.4% |
| Participant deferral / active EE | $2,803 | $2,870-2.4% | $3,888-27.9% | $4,139-32.3% |
| Admin fee / account holder | $1,432 | $3,804-62.4% | $5,065-71.7% | $7,234-80.2% |