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.
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 | $38,001 | $180,028-78.9% | $138,135-72.5% | $158,922-76.1% |
| Participation rate | 84.6% | 82.2%+2.4pp | 78.7%+5.9pp | 82.0%+2.7pp |
| Annual return | 11.58% | 21.68%-10.1pp | 20.51%-8.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,032 | $7,470-86.2% | $5,587-81.5% | $4,761-78.3% |
| Participant deferral / active EE | $1,974 | $7,717-74.4% | $6,431-69.3% | $5,982-67.0% |
| Admin fee / account holder | $2,903 | $17,912-83.8% | $11,856-75.5% | $11,246-74.2% |