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 | $74,327 | $64,480+15.3% | $81,382-8.7% | $80,856-8.1% |
| Participation rate | 81.8% | 63.9%+17.9pp | 69.5%+12.3pp | 67.6%+14.2pp |
| Annual return | 8.82% | 16.34%-7.5pp | 24.73%-15.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,149 | $1,978+109.7% | $2,463+68.5% | $2,755+50.6% |
| Participant deferral / active EE | $8,389 | $3,094+171.2% | $3,883+116.0% | $4,296+95.3% |
| Admin fee / account holder | $17,367 | $5,671+206.2% | $5,768+201.1% | $6,918+151.0% |