Filed March 2, 2015 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $31,540 | $153,772-79.5% | $133,980-76.5% | $273,961-88.5% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 2.91% | 36.51%-33.6pp | 29.30%-26.4pp | 41.45%-38.5pp |
| Employer contribution / active EE | $734 | $6,029-87.8% | $5,211-85.9% | $4,869-84.9% |
| Participant deferral / active EE | $1,478 | $6,958-78.8% | $6,282-76.5% | $5,287-72.0% |
| Admin fee / account holder | $5,456 | $11,765-53.6% | $9,324-41.5% | $10,132-46.1% |