Filed March 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 | $24,922 | $132,239-81.2% | $105,722-76.4% | $273,961-90.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 3.54% | 10.07%-6.5pp | 12.25%-8.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,464 | $4,867-69.9% | $4,079-64.1% | $4,869-69.9% |
| Participant deferral / active EE | $1,959 | $6,233-68.6% | $5,326-63.2% | $5,287-63.0% |
| Admin fee / account holder | $1,335 | $12,032-88.9% | $8,308-83.9% | $10,132-86.8% |