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 | $23,193 | $197,591-88.3% | $177,821-87.0% | $158,922-85.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 17.55% | 58.76%-41.2pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,059 | $6,697-84.2% | $5,918-82.1% | $4,761-77.8% |
| Participant deferral / active EE | $1,160 | $8,405-86.2% | $7,714-85.0% | $5,982-80.6% |
| Admin fee / account holder | $3,298 | $15,399-78.6% | $12,427-73.5% | $11,246-70.7% |