Filed January 5, 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 | $76,168 | $60,892+25.1% | $82,389-7.6% | $84,808-10.2% |
| Participation rate | 71.6% | 63.3%+8.3pp | 69.5%+2.0pp | 68.3%+3.3pp |
| Annual return | 11.63% | 37.29%-25.7pp | 28.67%-17.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $798 | $1,779-55.2% | $2,517-68.3% | $2,631-69.7% |
| Participant deferral / active EE | $4,737 | $3,179+49.0% | $4,155+14.0% | $4,212+12.5% |
| Admin fee / account holder | $13,085 | $5,467+139.3% | $7,231+81.0% | $7,344+78.2% |