Filed August 31, 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 | $71,753 | $110,094-34.8% | $151,611-52.7% | $68,494+4.8% |
| Participation rate | 91.4% | 84.0%+7.5pp | 87.5%+3.9pp | 67.9%+23.5pp |
| Annual return | -22.45% | -10.12%-12.3pp | 3.33%-25.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $4,191 | $4,471-6.3% | $6,166-32.0% | $2,596+61.4% |
| Participant deferral / active EE | $4,994 | $6,527-23.5% | $8,363-40.3% | $4,027+24.0% |
| Admin fee / account holder | $4,908 | $7,719-36.4% | $11,616-57.7% | $5,403-9.2% |