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.)
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 | $16,687 | $138,347-87.9% | $184,203-90.9% | $80,856-79.4% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 16.16% | 20.02%-3.9pp | 28.81%-12.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,855 | $4,850-61.8% | $6,427-71.1% | $2,755-32.7% |
| Participant deferral / active EE | $2,784 | $7,071-60.6% | $9,131-69.5% | $4,296-35.2% |
| Admin fee / account holder | $2,633 | $10,483-74.9% | $13,901-81.1% | $6,918-61.9% |