Filed March 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 | $70,853 | $70,667+0.3% | $123,104-42.4% | $52,331+35.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.65% | 6.23%-7.9pp | 13.22%-14.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,968 | $2,946+34.7% | $5,151-23.0% | $1,882+110.9% |
| Participant deferral / active EE | $6,452 | $4,493+43.6% | $6,230+3.6% | $3,022+113.5% |
| Admin fee / account holder | $1,116 | $506+120.4% | $9,015-87.6% | $592+88.7% |