Filed May 31, 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 | $83,953 | $171,865-51.2% | $149,718-43.9% | $147,584-43.1% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 7.07% | 2113.22%-2106.1pp | 1501.63%-1494.6pp | 578.55%-571.5pp |
| Employer contribution / active EE | $4,810 | $6,275-23.3% | $5,445-11.7% | $4,876-1.4% |
| Participant deferral / active EE | $4,111 | $7,271-43.5% | $6,569-37.4% | $5,439-24.4% |
| Admin fee / account holder | $2,642 | $13,799-80.9% | $11,283-76.6% | $10,885-75.7% |