Filed March 17, 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 | $231,830 | $159,602+45.3% | $150,045+54.5% | $142,382+62.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 11.19% | 70.24%-59.0pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $12,349 | $4,961+148.9% | $4,693+163.1% | $4,299+187.2% |
| Participant deferral / active EE | $8,407 | $8,310+1.2% | $7,997+5.1% | $6,507+29.2% |
| Admin fee / account holder | $109,131 | $14,846+635.1% | $13,435+712.3% | $12,624+764.5% |