Filed January 9, 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 | $97,431 | $67,411+44.5% | $91,001+7.1% | $70,131+38.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.85% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,072 | $1,786+128.0% | $2,456+65.8% | $2,342+73.9% |
| Participant deferral / active EE | $3,977 | $2,823+40.9% | $3,547+12.1% | $3,332+19.4% |
| Admin fee / account holder | $742 | $4,236-82.5% | $5,417-86.3% | $4,645-84.0% |