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.
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 | $12,571 | $137,414-90.9% | $189,513-93.4% | $85,850-85.4% |
| Participation rate | 83.3% | 84.6%-1.3pp | 87.8%-4.5pp | 69.3%+14.0pp |
| Annual return | 11.48% | 38.14%-26.7pp | 555.15%-543.7pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,383 | $6,260-77.9% | $8,221-83.2% | $3,952-65.0% |
| Admin fee / account holder | $306 | $8,630-96.5% | $12,045-97.5% | $6,260-95.1% |