Filed November 29, 2016 (most recent of 2 filings on file)
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 | $160,181 | $146,267+9.5% | $197,124-18.7% | $82,448+94.3% |
| Participation rate | 98.7% | 84.0%+14.7pp | 86.7%+12.0pp | 68.1%+30.7pp |
| Annual return | 11.28% | 29.61%-18.3pp | 44.34%-33.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $5,863 | $4,723+24.1% | $6,227-5.8% | $2,551+129.9% |
| Participant deferral / active EE | $8,630 | $7,035+22.7% | $9,135-5.5% | $4,139+108.5% |
| Admin fee / account holder | $14,684 | $14,422+1.8% | $16,298-9.9% | $7,234+103.0% |