Filed January 13, 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 | $103,833 | $146,267-29.0% | $197,124-47.3% | $82,448+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.07% | 29.61%-15.5pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $6,734 | $4,723+42.6% | $6,227+8.1% | $2,551+164.0% |
| Participant deferral / active EE | $1,975 | $7,035-71.9% | $9,135-78.4% | $4,139-52.3% |
| Admin fee / account holder | $7,246 | $14,422-49.8% | $16,298-55.5% | $7,234+0.2% |