Filed March 17, 2016 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,659 | $138,347-47.5% | $184,203-60.6% | $80,856-10.1% |
| Participation rate | 70.7% | 83.9%-13.2pp | 86.8%-16.2pp | 67.6%+3.0pp |
| Annual return | 15.82% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,003 | $4,850-58.7% | $6,427-68.8% | $2,755-27.3% |
| Participant deferral / active EE | $3,118 | $7,071-55.9% | $9,131-65.9% | $4,296-27.4% |
| Admin fee / account holder | $3,353 | $10,483-68.0% | $13,901-75.9% | $6,918-51.5% |