Filed September 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,704 | $123,793-41.3% | $177,821-59.1% | $79,858-9.0% |
| Participation rate | 86.5% | 84.7%+1.9pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 14.09% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $925 | $4,095-77.4% | $5,918-84.4% | $2,471-62.6% |
| Participant deferral / active EE | $2,251 | $5,956-62.2% | $7,714-70.8% | $3,740-39.8% |
| Admin fee / account holder | $6,912 | $7,243-4.6% | $12,427-44.4% | $5,306+30.3% |