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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,861 | $167,484-71.4% | $151,611-68.4% | $134,475-64.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -12.80% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $924 | $6,829-86.5% | $6,166-85.0% | $4,740-80.5% |
| Participant deferral / active EE | $2,773 | $8,986-69.1% | $8,363-66.8% | $6,400-56.7% |
| Admin fee / account holder | $7,823 | $13,783-43.2% | $11,616-32.7% | $11,426-31.5% |