Filed March 17, 2016 (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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,184 | $171,865-80.1% | $149,718-77.2% | $147,584-76.8% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 9.15% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,139 | $6,275-81.9% | $5,445-79.1% | $4,876-76.6% |
| Participant deferral / active EE | $3,903 | $7,271-46.3% | $6,569-40.6% | $5,439-28.2% |
| Admin fee / account holder | $33,576 | $13,799+143.3% | $11,283+197.6% | $10,885+208.5% |