Filed March 17, 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 | $31,525 | $147,167-78.6% | $111,392-71.7% | $135,375-76.7% |
| Participation rate | 82.4% | 84.0%-1.7pp | 78.9%+3.5pp | 82.6%-0.3pp |
| Annual return | -8.84% | -4.44%-4.4pp | -2.06%-6.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,213 | $5,204-57.5% | $4,328-48.9% | $4,779-53.7% |
| Participant deferral / active EE | $3,131 | $6,565-52.3% | $5,567-43.8% | $5,609-44.2% |
| Admin fee / account holder | $320 | $20,270-98.4% | $12,266-97.4% | $10,827-97.0% |