Filed September 2, 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.)
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 | $7,810 | $217,402-96.4% | $185,823-95.8% | $167,490-95.3% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 29.93% | 148.36%-118.4pp | 122.05%-92.1pp | 478.56%-448.6pp |
| Employer contribution / active EE | $891 | $5,873-84.8% | $5,167-82.8% | $4,837-81.6% |
| Participant deferral / active EE | $1,640 | $6,356-74.2% | $5,568-70.6% | $6,341-74.1% |
| Admin fee / account holder | $26,778 | $19,811+35.2% | $16,237+64.9% | $12,309+117.5% |