Filed February 17, 2016
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 | $16,002 | $94,529-83.1% | $140,016-88.6% | $64,186-75.1% |
| Participation rate | 75.5% | 84.1%-8.6pp | 87.5%-12.0pp | 69.6%+5.9pp |
| Annual return | -5.47% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $405 | $3,812-89.4% | $5,606-92.8% | $2,381-83.0% |
| Participant deferral / active EE | $1,485 | $5,250-71.7% | $6,927-78.6% | $3,470-57.2% |
| Admin fee / account holder | $7,341 | $6,741+8.9% | $10,705-31.4% | $4,888+50.2% |