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 | $106,801 | $185,822-42.5% | $169,993-37.2% | $139,434-23.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 8.63% | 60.50%-51.9pp | 53.37%-44.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $5,944 | $7,590-21.7% | $6,785-12.4% | $4,751+25.1% |
| Participant deferral / active EE | $6,295 | $11,622-45.8% | $10,408-39.5% | $6,710-6.2% |
| Admin fee / account holder | $60,905 | $15,381+296.0% | $12,815+375.3% | $11,403+434.1% |