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 | $152,711 | $72,492+110.7% | $87,100+75.3% | $72,985+109.2% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 7.04% | 24.46%-17.4pp | 28.19%-21.1pp | 81.00%-74.0pp |
| Employer contribution / active EE | $7,536 | $1,894+297.9% | $2,521+198.9% | $2,440+208.9% |
| Participant deferral / active EE | $4,236 | $3,270+29.6% | $4,049+4.6% | $3,607+17.4% |
| Admin fee / account holder | $14,051 | $5,055+178.0% | $7,497+87.4% | $5,124+174.2% |