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.
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 | $29,077 | $152,460-80.9% | $118,746-75.5% | $147,584-80.3% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.3%+5.9pp | 82.8%+1.4pp |
| Annual return | 13.75% | 17.41%-3.7pp | 24.54%-10.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,363 | $5,046-73.0% | $4,193-67.5% | $4,876-72.0% |
| Participant deferral / active EE | $1,892 | $6,212-69.6% | $5,332-64.5% | $5,439-65.2% |
| Admin fee / account holder | $1,395 | $16,953-91.8% | $10,720-87.0% | $10,885-87.2% |