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 | $119,012 | $79,944+48.9% | $98,439+20.9% | $75,163+58.3% |
| Participation rate | 94.3% | 70.4%+24.0pp | 75.2%+19.2pp | 67.2%+27.1pp |
| Annual return | 7.78% | 19.75%-12.0pp | 21.16%-13.4pp | 160.62%-152.8pp |
| Employer contribution / active EE | $3,667 | $2,264+62.0% | $3,048+20.3% | $2,670+37.4% |
| Participant deferral / active EE | $4,411 | $3,752+17.6% | $4,738-6.9% | $4,125+6.9% |
| Admin fee / account holder | $5,664 | $6,840-17.2% | $8,948-36.7% | $5,651+0.2% |