Filed December 30, 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 | $99,773 | $59,839+66.7% | $81,983+21.7% | $79,858+24.9% |
| Participation rate | 97.5% | 61.6%+35.9pp | 69.2%+28.3pp | 69.6%+27.9pp |
| Annual return | -15.16% | 17.56%-32.7pp | 41.31%-56.5pp | 31.71%-46.9pp |
| Employer contribution / active EE | $12,889 | $1,713+652.2% | $2,498+416.0% | $2,471+421.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,384 | $4,287+2.3% | $5,664-22.6% | $5,306-17.4% |