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 | $10,938 | $110,094-90.1% | $151,611-92.8% | $68,494-84.0% |
| Participation rate | 82.6% | 84.0%-1.4pp | 87.5%-4.9pp | 67.9%+14.7pp |
| Annual return | -18.65% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,020 | $4,471-54.8% | $6,166-67.2% | $2,596-22.2% |
| Participant deferral / active EE | $1,737 | $6,527-73.4% | $8,363-79.2% | $4,027-56.9% |
| Admin fee / account holder | $3,194 | $7,719-58.6% | $11,616-72.5% | $5,403-40.9% |