Filed November 4, 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 | $159,314 | $102,966+54.7% | $90,281+76.5% | $152,861+4.2% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 9.07% | 95.16%-86.1pp | 78.10%-69.0pp | 345.32%-336.3pp |
| Employer contribution / active EE | $10,203 | $3,139+225.1% | $2,854+257.4% | $4,762+114.2% |
| Participant deferral / active EE | $770 | $4,281-82.0% | $3,885-80.2% | $5,850-86.8% |
| Admin fee / account holder | $9,807 | $6,171+58.9% | $5,351+83.3% | $11,596-15.4% |