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 | $60,193 | $110,094-45.3% | $151,611-60.3% | $68,494-12.1% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -15.13% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,039 | $4,471-76.8% | $6,166-83.1% | $2,596-60.0% |
| Participant deferral / active EE | $2,508 | $6,527-61.6% | $8,363-70.0% | $4,027-37.7% |
| Admin fee / account holder | $5,942 | $7,719-23.0% | $11,616-48.8% | $5,403+10.0% |