Filed May 9, 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 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 | $100,725 | $100,7540% | $86,677+16.2% | $134,475-25.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.05% | 29.04%-51.1pp | 35.91%-58.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $7,126 | $3,489+104.2% | $2,836+151.2% | $4,740+50.3% |
| Participant deferral / active EE | $11,114 | $5,338+108.2% | $4,656+138.7% | $6,400+73.7% |
| Admin fee / account holder | $7,472 | $10,926-31.6% | $7,493-0.3% | $11,426-34.6% |