Filed April 19, 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.
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 | $20,037 | $95,193-79.0% | $76,523-73.8% | $135,375-85.2% |
| Participation rate | 89.5% | 74.4%+15.1pp | 68.0%+21.5pp | 82.6%+6.8pp |
| Annual return | -9.38% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | -$116 | $3,302-103.5% | $2,647-104.4% | $4,779-102.4% |
| Participant deferral / active EE | $2,921 | $4,639-37.0% | $3,835-23.9% | $5,609-47.9% |
| Admin fee / account holder | $377 | $6,249-94.0% | $4,848-92.2% | $10,827-96.5% |