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 | $110,439 | $214,378-48.5% | $200,582-44.9% | $142,382-22.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 9.71% | 46.41%-36.7pp | 42.33%-32.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $5,777 | $6,841-15.6% | $6,419-10.0% | $4,299+34.4% |
| Participant deferral / active EE | $7,353 | $9,865-25.5% | $9,331-21.2% | $6,507+13.0% |
| Admin fee / account holder | $61,975 | $17,692+250.3% | $16,305+280.1% | $12,624+390.9% |