Filed February 22, 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 | $206,374 | $89,753+129.9% | $107,525+91.9% | $84,808+143.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.72% | 29.48%-20.8pp | 181.32%-172.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $11,152 | $3,113+258.2% | $3,754+197.1% | $2,631+323.9% |
| Participant deferral / active EE | $9,229 | $4,056+127.5% | $5,116+80.4% | $4,212+119.1% |
| Admin fee / account holder | $77,500 | $7,222+973.1% | $8,919+769.0% | $7,344+955.3% |