Filed February 1, 2017 (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.
Employer 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 | $31,529 | $109,359-71.2% | $162,163-80.6% | $72,985-56.8% |
| Participation rate | 72.0% | 84.3%-12.3pp | 87.6%-15.6pp | 69.5%+2.5pp |
| Annual return | 18.18% | 25.46%-7.3pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,367 | $5,481-75.1% | $7,298-81.3% | $3,607-62.1% |
| Admin fee / account holder | $10,725 | $7,972+34.5% | $10,843-1.1% | $5,124+109.3% |