Filed September 28, 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 | $73,262 | $884,045-91.7% | $453,369-83.8% | $167,490-56.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 6.92% | 29.49%-22.6pp | 64.40%-57.5pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,360 | $5,538-57.4% | $4,070-42.0% | $4,837-51.2% |
| Participant deferral / active EE | $6,912 | $7,898-12.5% | $6,209+11.3% | $6,341+9.0% |
| Admin fee / account holder | $2,270 | $22,063-89.7% | $11,209-79.7% | $12,309-81.6% |