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 | $55,283 | $185,822-70.2% | $169,993-67.5% | $139,434-60.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.41% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,049 | $7,590-86.2% | $6,785-84.5% | $4,751-77.9% |
| Participant deferral / active EE | $2,927 | $11,622-74.8% | $10,408-71.9% | $6,710-56.4% |
| Admin fee / account holder | $3,716 | $15,381-75.8% | $12,815-71.0% | $11,403-67.4% |