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 | $71,490 | $58,264+22.7% | $86,612-17.5% | $71,4570% |
| Participation rate | 76.9% | 65.0%+11.9pp | 71.7%+5.2pp | 67.9%+8.9pp |
| Annual return | 10.35% | 21.63%-11.3pp | 591.07%-580.7pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,868 | $2,574+11.4% | $3,022-5.1% | $2,588+10.8% |
| Participant deferral / active EE | $2,170 | $3,436-36.9% | $4,438-51.1% | $4,289-49.4% |
| Admin fee / account holder | $5,985 | $1,057+466.2% | $5,614+6.6% | $1,587+277.1% |