Filed January 11, 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 | $22,783 | $87,841-74.1% | $133,980-83.0% | $62,891-63.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 13.05% | 12.05%+1.0pp | 29.30%-16.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $2,176 | $3,483-37.5% | $5,211-58.2% | $2,281-4.6% |
| Participant deferral / active EE | $3,379 | $4,812-29.8% | $6,282-46.2% | $3,203+5.5% |
| Admin fee / account holder | $2,269 | $5,371-57.7% | $9,324-75.7% | $4,296-47.2% |