Filed May 5, 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 | $138,575 | $95,803+44.6% | $113,168+22.5% | $84,808+63.4% |
| Participation rate | 95.5% | 72.9%+22.6pp | 76.6%+18.9pp | 68.3%+27.1pp |
| Annual return | 11.43% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,360 | $2,360+42.4% | $2,975+12.9% | $2,631+27.7% |
| Participant deferral / active EE | $7,451 | $4,242+75.7% | $5,107+45.9% | $4,212+76.9% |
| Admin fee / account holder | $22,620 | $8,989+151.6% | $12,068+87.4% | $7,344+208.0% |