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 | $148,978+7.5% | $200,582-20.1% | $84,808+88.9% |
| Participation rate | 98.7% | 84.2%+14.5pp | 86.9%+11.8pp | 68.3%+30.4pp |
| Annual return | 11.28% | 28.16%-16.9pp | 42.33%-31.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $5,863 | $4,815+21.8% | $6,419-8.7% | $2,631+122.9% |
| Participant deferral / active EE | $8,630 | $7,142+20.8% | $9,331-7.5% | $4,212+104.9% |
| Admin fee / account holder | $14,684 | $13,977+5.1% | $16,305-9.9% | $7,344+100.0% |