Filed November 4, 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 | $21,415 | $74,888-71.4% | $71,209-69.9% | $142,382-85.0% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 13.02% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,463 | $2,854-13.7% | $2,721-9.5% | $4,299-42.7% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,161 | $5,568-79.1% | $5,349-78.3% | $12,624-90.8% |