Filed May 18, 2016 (most recent of 5 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,146 | $100,041-81.9% | $149,718-87.9% | $70,131-74.1% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 7.88% | 27.43%-19.6pp | 1501.63%-1493.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,921 | $3,662-47.5% | $5,445-64.7% | $2,342-18.0% |
| Participant deferral / active EE | $3,088 | $4,983-38.0% | $6,569-53.0% | $3,332-7.3% |
| Admin fee / account holder | $8,500 | $8,286+2.6% | $11,283-24.7% | $4,645+83.0% |