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 | $23,982 | $123,793-80.6% | $177,821-86.5% | $79,858-70.0% |
| Participation rate | 86.0% | 84.7%+1.3pp | 87.7%-1.8pp | 69.6%+16.3pp |
| Annual return | 13.20% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $593 | $4,095-85.5% | $5,918-90.0% | $2,471-76.0% |
| Participant deferral / active EE | $1,793 | $5,956-69.9% | $7,714-76.8% | $3,740-52.1% |
| Admin fee / account holder | $2,783 | $7,243-61.6% | $12,427-77.6% | $5,306-47.6% |