Filed January 28, 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 | $88,111 | $130,194-32.3% | $169,993-48.2% | $71,457+23.3% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.0%+8.3pp | 67.9%+27.4pp |
| Annual return | 10.31% | 20.37%-10.1pp | 53.37%-43.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $2,281 | $4,381-47.9% | $6,785-66.4% | $2,588-11.8% |
| Participant deferral / active EE | $4,891 | $6,923-29.4% | $10,408-53.0% | $4,289+14.0% |
| Admin fee / account holder | $2,084 | $966+115.8% | $12,815-83.7% | $1,587+31.3% |