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 | $8,457 | $81,208-89.6% | $98,907-91.4% | $79,858-89.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.09% | 60.99%-43.9pp | 196.43%-179.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $860 | $1,960-56.1% | $2,689-68.0% | $2,471-65.2% |
| Participant deferral / active EE | $605 | $3,265-81.5% | $4,244-85.7% | $3,740-83.8% |
| Admin fee / account holder | $1,475 | $6,013-75.5% | $6,642-77.8% | $5,306-72.2% |