Filed August 31, 2016 (most recent of 2 filings on file)
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 | $105,886 | $87,841+20.5% | $133,980-21.0% | $62,891+68.4% |
| Participation rate | 94.8% | 83.4%+11.4pp | 87.1%+7.7pp | 69.3%+25.5pp |
| Annual return | 2.72% | 12.05%-9.3pp | 29.30%-26.6pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,643 | $3,483+33.3% | $5,211-10.9% | $2,281+103.6% |
| Participant deferral / active EE | $3,946 | $4,812-18.0% | $6,282-37.2% | $3,203+23.2% |
| Admin fee / account holder | $4,855 | $5,371-9.6% | $9,324-47.9% | $4,296+13.0% |