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.)
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 | $12,308 | $125,758-90.2% | $169,993-92.8% | $75,163-83.6% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.0%-3.0pp | 67.2%+16.8pp |
| Annual return | 17.76% | 27.20%-9.4pp | 53.37%-35.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $399 | $4,615-91.4% | $6,785-94.1% | $2,670-85.1% |
| Participant deferral / active EE | $2,037 | $6,837-70.2% | $10,408-80.4% | $4,125-50.6% |
| Admin fee / account holder | $549 | $8,173-93.3% | $12,815-95.7% | $5,651-90.3% |