Filed June 14, 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 | $240,057 | $115,770+107.4% | $101,248+137.1% | $158,922+51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.17% | 56.14%-50.0pp | 46.47%-40.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $5,063 | $4,175+21.3% | $3,660+38.4% | $4,761+6.3% |
| Participant deferral / active EE | $8,272 | $4,957+66.9% | $4,370+89.3% | $5,982+38.3% |
| Admin fee / account holder | $3,092 | $7,245-57.3% | $5,945-48.0% | $11,246-72.5% |