Filed June 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 5-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 | $29,281 | $52,903-44.7% | $73,307-60.1% | $59,632-50.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -86.74% | 12.20%-98.9pp | 5.67%-92.4pp | 2041.28%-2128.0pp |
| Employer contribution / active EE | $1,681 | $1,909-11.9% | $3,237-48.1% | $2,203-23.7% |
| Participant deferral / active EE | $5,472 | $4,069+34.5% | $4,991+9.6% | $3,192+71.4% |
| Admin fee / account holder | $5,723 | $3,834+49.3% | $5,637+1.5% | $4,297+33.2% |