Filed December 21, 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 | $45,547 | $80,717-43.6% | $154,803-70.6% | $84,808-46.3% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.1pp | 68.3%+20.8pp |
| Annual return | 12.85% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,540 | $2,761-8.0% | $4,305-41.0% | $2,631-3.5% |
| Participant deferral / active EE | $3,347 | $3,303+1.3% | $5,540-39.6% | $4,212-20.5% |
| Admin fee / account holder | $1,270 | $6,746-81.2% | $14,329-91.1% | $7,344-82.7% |