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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,732 | $106,749+24.3% | $145,433-8.7% | $82,448+61.0% |
| Participation rate | 96.1% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 13.73% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,975 | $3,444+15.4% | $4,554-12.7% | $2,551+55.8% |
| Participant deferral / active EE | $10,279 | $6,519+57.7% | $7,897+30.2% | $4,139+148.3% |
| Admin fee / account holder | $16,022 | $8,390+91.0% | $13,129+22.0% | $7,234+121.5% |