Filed October 7, 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 | $55,871 | $135,635-58.8% | $110,238-49.3% | $135,375-58.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.00% | 513.19%-526.2pp | 314.74%-327.7pp | 519.73%-532.7pp |
| Employer contribution / active EE | $9,283 | $4,906+89.2% | $3,826+142.6% | $4,779+94.2% |
| Participant deferral / active EE | $5,473 | $5,506-0.6% | $4,672+17.2% | $5,609-2.4% |
| Admin fee / account holder | $370 | $11,457-96.8% | $8,547-95.7% | $10,827-96.6% |