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 | $74,148 | $102,317-27.5% | $146,958-49.5% | $80,856-8.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 8.52% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,286 | $3,713-38.4% | $4,933-53.7% | $2,755-17.0% |
| Participant deferral / active EE | $5,288 | $6,644-20.4% | $8,070-34.5% | $4,296+23.1% |
| Admin fee / account holder | $2,674 | $7,941-66.3% | $12,998-79.4% | $6,918-61.4% |