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 | $59,295 | $48,230+22.9% | $67,502-12.2% | $80,856-26.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 10.99% | 18.28%-7.3pp | 3512.12%-3501.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,254 | $2,020+61.1% | $2,731+19.2% | $2,755+18.1% |
| Participant deferral / active EE | $5,317 | $2,924+81.9% | $4,000+32.9% | $4,296+23.8% |
| Admin fee / account holder | $3,227 | $3,681-12.3% | $3,998-19.3% | $6,918-53.4% |