Filed October 24, 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.)
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 | $22,473 | $62,586-64.1% | $76,768-70.7% | $64,186-65.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.6pp |
| Annual return | -3.86% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $744 | $1,832-59.4% | $2,485-70.1% | $2,381-68.7% |
| Participant deferral / active EE | $3,700 | $3,145+17.7% | $3,852-3.9% | $3,470+6.7% |
| Admin fee / account holder | $2,715 | $4,667-41.8% | $6,675-59.3% | $4,888-44.5% |