Filed January 16, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,056 | $100,041-69.0% | $149,718-79.3% | $70,131-55.7% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 25.07% | 27.43%-2.4pp | 1501.63%-1476.6pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,342 | $3,662-36.0% | $5,445-57.0% | $2,3420% |
| Participant deferral / active EE | $4,950 | $4,983-0.6% | $6,569-24.6% | $3,332+48.6% |
| Admin fee / account holder | $3,189 | $8,286-61.5% | $11,283-71.7% | $4,645-31.4% |