Filed June 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.
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 | $98,247 | $171,865-42.8% | $149,718-34.4% | $147,584-33.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.39% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,826 | $6,275-23.1% | $5,445-11.4% | $4,876-1.0% |
| Participant deferral / active EE | $2,535 | $7,271-65.1% | $6,569-61.4% | $5,439-53.4% |
| Admin fee / account holder | $3,581 | $13,799-74.1% | $11,283-68.3% | $10,885-67.1% |