Filed November 4, 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 | $120,410 | $99,079+21.5% | $77,999+54.4% | $273,961-56.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.47% | 217.93%-217.5pp | 425.96%-425.5pp | 41.45%-41.0pp |
| Employer contribution / active EE | $19,631 | $3,308+493.5% | $2,470+694.7% | $4,869+303.2% |
| Participant deferral / active EE | $4,785 | $4,306+11.1% | $3,497+36.8% | $5,287-9.5% |
| Admin fee / account holder | $5,797 | $8,954-35.3% | $5,480+5.8% | $10,132-42.8% |