Filed December 14, 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 5-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 | $32,558 | $129,942-74.9% | $104,294-68.8% | $134,475-75.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -27.93% | 42.03%-70.0pp | 24.61%-52.5pp | 417.96%-445.9pp |
| Employer contribution / active EE | $11,423 | $4,184+173.0% | $3,372+238.8% | $4,740+141.0% |
| Participant deferral / active EE | $11,029 | $5,588+97.4% | $4,625+138.5% | $6,400+72.3% |
| Admin fee / account holder | $1,583 | $9,323-83.0% | $7,339-78.4% | $11,426-86.1% |