Filed May 9, 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 | $52,598 | $48,795+7.8% | $65,493-19.7% | $84,808-38.0% |
| Participation rate | 80.3% | 67.0%+13.3pp | 73.1%+7.2pp | 68.3%+12.0pp |
| Annual return | 11.20% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,506 | $1,930-22.0% | $2,574-41.5% | $2,631-42.8% |
| Participant deferral / active EE | $2,578 | $2,928-12.0% | $3,961-34.9% | $4,212-38.8% |
| Admin fee / account holder | $5,089 | $3,877+31.3% | $5,028+1.2% | $7,344-30.7% |