Filed November 4, 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.
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 | $141,130 | $49,177+187.0% | $79,464+77.6% | $64,186+119.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.92% | -1.16%+9.1pp | 718.14%-710.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $9,342 | $2,076+349.9% | $2,800+233.6% | $2,381+292.4% |
| Participant deferral / active EE | $742 | $2,821-73.7% | $3,704-80.0% | $3,470-78.6% |
| Admin fee / account holder | $4,024 | $3,839+4.8% | $5,113-21.3% | $4,888-17.7% |