Filed December 2, 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 | $159,534 | $209,832-24.0% | $189,513-15.8% | $167,490-4.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.70% | 748.27%-740.6pp | 555.15%-547.5pp | 478.56%-470.9pp |
| Employer contribution / active EE | $6,251 | $6,914-9.6% | $6,162+1.4% | $4,837+29.2% |
| Participant deferral / active EE | $7,906 | $8,935-11.5% | $8,221-3.8% | $6,341+24.7% |
| Admin fee / account holder | $9,666 | $14,293-32.4% | $12,045-19.8% | $12,309-21.5% |