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 | $16,897 | $109,359-84.5% | $162,163-89.6% | $72,985-76.8% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 20.30% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $568 | $3,907-85.5% | $5,614-89.9% | $2,440-76.7% |
| Participant deferral / active EE | $1,675 | $5,481-69.4% | $7,298-77.1% | $3,607-53.6% |
| Admin fee / account holder | $1,343 | $7,972-83.1% | $10,843-87.6% | $5,124-73.8% |