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 | $31,680 | $125,758-74.8% | $169,993-81.4% | $75,163-57.9% |
| Participation rate | 82.7% | 83.6%-0.9pp | 87.0%-4.3pp | 67.2%+15.5pp |
| Annual return | 16.41% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,615 | $4,615-43.3% | $6,785-61.5% | $2,670-2.1% |
| Participant deferral / active EE | $3,650 | $6,837-46.6% | $10,408-64.9% | $4,125-11.5% |
| Admin fee / account holder | $3,890 | $8,173-52.4% | $12,815-69.6% | $5,651-31.2% |