Filed November 29, 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 | $59,697 | $63,764-6.4% | $81,930-27.1% | $79,858-25.2% |
| Participation rate | 86.8% | 67.5%+19.3pp | 72.0%+14.8pp | 69.6%+17.2pp |
| Annual return | 8.74% | 22.66%-13.9pp | 29.49%-20.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $3,089 | $1,795+72.1% | $4,310-28.3% | $2,471+25.0% |
| Participant deferral / active EE | $6,694 | $2,780+140.8% | $7,107-5.8% | $3,740+79.0% |
| Admin fee / account holder | $5,048 | $4,426+14.0% | $5,158-2.1% | $5,306-4.9% |