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 | $160,294 | $56,053+186.0% | $75,972+111.0% | $80,856+98.2% |
| Participation rate | 90.5% | 62.0%+28.4pp | 69.1%+21.4pp | 67.6%+22.8pp |
| Annual return | -0.01% | 20.53%-20.5pp | 359.55%-359.6pp | 35.59%-35.6pp |
| Employer contribution / active EE | $15,957 | $1,874+751.5% | $2,685+494.3% | $2,755+479.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,816 | $5,234-27.1% | $6,467-41.0% | $6,918-44.8% |