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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,466 | $64,707+123.3% | $112,228+28.7% | $68,494+110.9% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.1%+22.3pp | 67.9%+29.5pp |
| Annual return | -10.19% | -11.40%+1.2pp | 27.45%-37.6pp | -7.84%-2.3pp |
| Employer contribution / active EE | $10,521 | $2,746+283.1% | $3,635+189.5% | $2,596+305.2% |
| Participant deferral / active EE | $6,102 | $3,565+71.2% | $4,728+29.1% | $4,027+51.5% |
| Admin fee / account holder | $3,351 | $5,232-35.9% | $6,410-47.7% | $5,403-38.0% |