Filed May 24, 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 | $17,955 | $183,963-90.2% | $162,163-88.9% | $152,861-88.3% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 17.24% | 150.76%-133.5pp | 115.59%-98.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $739 | $6,371-88.4% | $5,614-86.8% | $4,762-84.5% |
| Participant deferral / active EE | $811 | $8,034-89.9% | $7,298-88.9% | $5,850-86.1% |
| Admin fee / account holder | $447 | $13,121-96.6% | $10,843-95.9% | $11,596-96.1% |