Filed December 14, 2015 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,714 | $153,772-83.9% | $133,980-81.6% | $273,961-91.0% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 3.77% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,605 | $6,029-73.4% | $5,211-69.2% | $4,869-67.0% |
| Participant deferral / active EE | $1,613 | $6,958-76.8% | $6,282-74.3% | $5,287-69.5% |
| Admin fee / account holder | $2,801 | $11,765-76.2% | $9,324-70.0% | $10,132-72.4% |