Filed July 1, 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 | $119,957 | $60,349+98.8% | $74,183+61.7% | $62,891+90.7% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 0.34% | 21.37%-21.0pp | 17.74%-17.4pp | 20.14%-19.8pp |
| Employer contribution / active EE | $7,188 | $1,680+327.8% | $2,370+203.3% | $2,281+215.2% |
| Participant deferral / active EE | $3,353 | $2,856+17.4% | $3,550-5.5% | $3,203+4.7% |
| Admin fee / account holder | $2,487 | $4,261-41.6% | $5,586-55.5% | $4,296-42.1% |