Filed December 21, 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 | $111,121 | $60,349+84.1% | $74,183+49.8% | $62,891+76.7% |
| Participation rate | 97.7% | 72.7%+24.9pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 4.44% | 21.37%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $831 | $1,680-50.5% | $2,370-64.9% | $2,281-63.6% |
| Participant deferral / active EE | $4,485 | $2,856+57.0% | $3,550+26.4% | $3,203+40.0% |
| Admin fee / account holder | $1,164 | $4,261-72.7% | $5,586-79.2% | $4,296-72.9% |