Filed April 18, 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 3-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 | $33,034 | $64,307-48.6% | $57,343-42.4% | $125,391-73.7% |
| Participation rate | 90.5% | 78.6%+11.8pp | 75.1%+15.4pp | 83.2%+7.3pp |
| Annual return | -0.58% | 25.12%-25.7pp | 24.39%-25.0pp | 282.22%-282.8pp |
| Employer contribution / active EE | $4,347 | $3,193+36.2% | $2,689+61.7% | $4,866-10.7% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,320 | $5,242-36.7% | $3,356-1.1% | $9,540-65.2% |