Filed October 7, 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 9-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 | $194,572 | $56,897+242.0% | $84,750+129.6% | $62,891+209.4% |
| Participation rate | 85.4% | 68.5%+16.9pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | -4.34% | 6.30%-10.6pp | 22.78%-27.1pp | 20.14%-24.5pp |
| Employer contribution / active EE | $2,940 | $2,400+22.5% | $3,574-17.8% | $2,281+28.9% |
| Participant deferral / active EE | $5,748 | $2,709+112.2% | $3,712+54.9% | $3,203+79.5% |
| Admin fee / account holder | $2,831 | $3,581-20.9% | $5,332-46.9% | $4,296-34.1% |