Filed February 21, 2017
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 | $54,925 | $100,852-45.5% | $90,404-39.2% | $158,922-65.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -9.57% | 1724.20%-1733.8pp | 1293.02%-1302.6pp | 302.83%-312.4pp |
| Employer contribution / active EE | $5,114 | $3,689+38.7% | $3,262+56.8% | $4,761+7.4% |
| Participant deferral / active EE | $7,984 | $4,348+83.6% | $3,963+101.4% | $5,982+33.5% |
| Admin fee / account holder | $3,456 | $6,501-46.8% | $5,611-38.4% | $11,246-69.3% |