Filed February 27, 2017
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 | $19,442 | $78,705-75.3% | $117,854-83.5% | $70,131-72.3% |
| Participation rate | 97.0% | 73.2%+23.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 19.91% | 23.30%-3.4pp | 335.08%-315.2pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,937 | $2,223-12.9% | $3,786-48.8% | $2,342-17.3% |
| Participant deferral / active EE | $3,341 | $3,297+1.3% | $4,482-25.5% | $3,332+0.3% |
| Admin fee / account holder | $3,619 | $5,065-28.5% | $8,020-54.9% | $4,645-22.1% |