Filed March 17, 2016 (most recent of 2 filings on file)
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 | $61,297 | $80,717-24.1% | $154,803-60.4% | $84,808-27.7% |
| Participation rate | 90.8% | 66.8%+24.0pp | 78.1%+12.7pp | 68.3%+22.5pp |
| Annual return | 11.31% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $792 | $2,761-71.3% | $4,305-81.6% | $2,631-69.9% |
| Participant deferral / active EE | $3,076 | $3,303-6.9% | $5,540-44.5% | $4,212-27.0% |
| Admin fee / account holder | $3,501 | $6,746-48.1% | $14,329-75.6% | $7,344-52.3% |