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 | $108,735 | $72,404+50.2% | $110,238-1.4% | $64,186+69.4% |
| Participation rate | 80.5% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+10.9pp |
| Annual return | -9.85% | -6.29%-3.6pp | 314.74%-324.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,249 | $2,282-1.4% | $3,826-41.2% | $2,381-5.6% |
| Participant deferral / active EE | $4,131 | $3,469+19.1% | $4,672-11.6% | $3,470+19.1% |
| Admin fee / account holder | $2,893 | $5,664-48.9% | $8,547-66.2% | $4,888-40.8% |