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 | $52,165 | $96,635-46.0% | $86,612-39.8% | $139,434-62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.41% | 106.41%-101.0pp | 591.07%-585.7pp | 372.94%-367.5pp |
| Employer contribution / active EE | $5,499 | $3,263+68.5% | $3,022+81.9% | $4,751+15.8% |
| Participant deferral / active EE | $8,926 | $4,836+84.6% | $4,438+101.1% | $6,710+33.0% |
| Admin fee / account holder | $1,283 | $6,408-80.0% | $5,614-77.1% | $11,403-88.7% |