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 | $21,406 | $148,978-85.6% | $200,582-89.3% | $84,808-74.8% |
| Participation rate | 90.4% | 84.2%+6.2pp | 86.9%+3.5pp | 68.3%+22.1pp |
| Annual return | 15.44% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,404 | $4,815-70.8% | $6,419-78.1% | $2,631-46.6% |
| Participant deferral / active EE | $3,066 | $7,142-57.1% | $9,331-67.1% | $4,212-27.2% |
| Admin fee / account holder | $1,103 | $13,977-92.1% | $16,305-93.2% | $7,344-85.0% |