Filed November 4, 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 9-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 | $51,848 | $53,822-3.7% | $75,696-31.5% | $85,850-39.6% |
| Participation rate | 98.1% | 69.1%+29.0pp | 74.8%+23.2pp | 69.3%+28.8pp |
| Annual return | 11.38% | 24.54%-13.2pp | 104.53%-93.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,080 | $2,017+3.2% | $2,743-24.2% | $2,565-18.9% |
| Participant deferral / active EE | $4,073 | $2,895+40.7% | $3,821+6.6% | $3,952+3.1% |
| Admin fee / account holder | $1,540 | $3,343-53.9% | $3,619-57.5% | $6,260-75.4% |