Filed May 20, 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.
Employer 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 | $179,105 | $81,632+119.4% | $70,449+154.2% | $158,922+12.7% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 5.90% | 208.40%-202.5pp | 109.03%-103.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,021 | $4,554-11.7% | $3,709+8.4% | $5,982-32.8% |
| Admin fee / account holder | $3,835 | $6,193-38.1% | $3,845-0.3% | $11,246-65.9% |