Filed June 1, 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.
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 | $36,346 | $209,336-82.6% | $197,124-81.6% | $137,256-73.5% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 16.98% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,080 | $6,591-53.3% | $6,227-50.5% | $4,156-25.9% |
| Participant deferral / active EE | $3,223 | $9,614-66.5% | $9,135-64.7% | $6,407-49.7% |
| Admin fee / account holder | $7,592 | $17,308-56.1% | $16,298-53.4% | $12,270-38.1% |