Filed February 26, 2015
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 | $94,023 | $140,588-33.1% | $123,104-23.6% | $125,391-25.0% |
| Participation rate | 72.7% | 88.2%-15.5pp | 86.8%-14.1pp | 83.2%-10.5pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,281 | $6,980-67.3% | $6,230-63.4% | $5,352-57.4% |
| Admin fee / account holder | $323 | $11,198-97.1% | $9,015-96.4% | $9,540-96.6% |