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 | $171,372 | $73,933+131.8% | $96,683+77.3% | $75,163+128.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 27.57% | 26.70%+0.9pp | 35.69%-8.1pp | 160.62%-133.0pp |
| Employer contribution / active EE | $15,300 | $2,928+422.6% | $3,737+309.4% | $2,670+473.1% |
| Participant deferral / active EE | $7,007 | $3,659+91.5% | $4,878+43.6% | $4,125+69.9% |
| Admin fee / account holder | $11,439 | $5,216+119.3% | $6,730+70.0% | $5,651+102.4% |