Filed November 4, 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.
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 | $11,467 | $99,032-88.4% | $80,019-85.7% | $135,375-91.5% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -0.21% | 15.39%-15.6pp | 11.22%-11.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $979 | $3,043-67.8% | $2,468-60.3% | $4,779-79.5% |
| Participant deferral / active EE | $332 | $4,282-92.3% | $3,686-91.0% | $5,609-94.1% |
| Admin fee / account holder | $4,528 | $10,436-56.6% | $6,521-30.6% | $10,827-58.2% |