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 | $123,043 | $123,793-0.6% | $177,821-30.8% | $79,858+54.1% |
| Participation rate | 95.9% | 84.7%+11.3pp | 87.7%+8.2pp | 69.6%+26.3pp |
| Annual return | 9.47% | 22.82%-13.3pp | 48.32%-38.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,071 | $4,095+23.8% | $5,918-14.3% | $2,471+105.3% |
| Participant deferral / active EE | $4,417 | $5,956-25.8% | $7,714-42.7% | $3,740+18.1% |
| Admin fee / account holder | $9,761 | $7,243+34.8% | $12,427-21.5% | $5,306+84.0% |