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.
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 | $25,527 | $110,094-76.8% | $151,611-83.2% | $68,494-62.7% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -15.36% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,715 | $4,471-39.3% | $6,166-56.0% | $2,596+4.6% |
| Participant deferral / active EE | $3,557 | $6,527-45.5% | $8,363-57.5% | $4,027-11.7% |
| Admin fee / account holder | $4,464 | $7,719-42.2% | $11,616-61.6% | $5,403-17.4% |