Filed June 8, 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 | $127,804 | $72,277+76.8% | $101,248+26.2% | $79,858+60.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.99% | 22.30%-14.3pp | 46.47%-38.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $4,961 | $2,692+84.3% | $3,660+35.6% | $2,471+100.8% |
| Participant deferral / active EE | $5,505 | $3,282+67.8% | $4,370+26.0% | $3,740+47.2% |
| Admin fee / account holder | $1,970 | $4,400-55.2% | $5,945-66.9% | $5,306-62.9% |