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.
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 | $140,578 | $167,484-16.1% | $151,611-7.3% | $134,475+4.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.51% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,106 | $6,829-83.8% | $6,166-82.1% | $4,740-76.7% |
| Participant deferral / active EE | $5,053 | $8,986-43.8% | $8,363-39.6% | $6,400-21.0% |
| Admin fee / account holder | $1,609 | $13,783-88.3% | $11,616-86.2% | $11,426-85.9% |