Filed March 17, 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.)
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 | $15,344 | $105,998-85.5% | $92,233-83.4% | $147,584-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.99% | 50.05%-45.1pp | 176.28%-171.3pp | 578.55%-573.6pp |
| Employer contribution / active EE | $1,460 | $4,333-66.3% | $3,679-60.3% | $4,876-70.1% |
| Participant deferral / active EE | $1,124 | $4,478-74.9% | $3,897-71.2% | $5,439-79.3% |
| Admin fee / account holder | $21,187 | $6,332+234.6% | $5,194+308.0% | $10,885+94.6% |