Filed January 12, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $59,738 | $73,787-19.0% | $98,716-39.5% | $82,448-27.5% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.3%+3.4pp | 68.1%+4.7pp |
| Annual return | 15.31% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,089 | $1,511+38.2% | $2,279-8.3% | $2,551-18.1% |
| Participant deferral / active EE | $98 | $3,081-96.8% | $4,048-97.6% | $4,139-97.6% |
| Admin fee / account holder | $860 | $6,500-86.8% | $8,703-90.1% | $7,234-88.1% |