Filed August 31, 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 | $60,659 | $76,407-20.6% | $150,298-59.6% | $82,448-26.4% |
| Participation rate | 98.8% | 66.4%+32.4pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 12.10% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,710 | $2,614-34.6% | $4,154-58.8% | $2,551-33.0% |
| Participant deferral / active EE | $4,011 | $3,214+24.8% | $5,453-26.4% | $4,139-3.1% |
| Admin fee / account holder | $4,527 | $6,352-28.7% | $14,116-67.9% | $7,234-37.4% |