Filed November 29, 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 | $59,763 | $41,377+44.4% | $109,313-45.3% | $62,891-5.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -2.72% | 11.05%-13.8pp | 22.07%-24.8pp | 20.14%-22.9pp |
| Employer contribution / active EE | $7,134 | $1,276+459.1% | $3,892+83.3% | $2,281+212.8% |
| Participant deferral / active EE | $2,268 | $2,045+10.9% | $3,166-28.4% | $3,203-29.2% |
| Admin fee / account holder | $2,127 | $2,884-26.3% | $5,666-62.5% | $4,296-50.5% |