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.
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 | $38,332 | $138,347-72.3% | $184,203-79.2% | $80,856-52.6% |
| Participation rate | 72.3% | 83.9%-11.6pp | 86.8%-14.5pp | 67.6%+4.7pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,169 | $4,850-55.3% | $6,427-66.3% | $2,755-21.3% |
| Participant deferral / active EE | $2,838 | $7,071-59.9% | $9,131-68.9% | $4,296-33.9% |
| Admin fee / account holder | $1,805 | $10,483-82.8% | $13,901-87.0% | $6,918-73.9% |