Filed December 22, 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 | $119,442 | $64,707+84.6% | $112,228+6.4% | $68,494+74.4% |
| Participation rate | 97.4% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.5pp |
| Annual return | 19.57% | -11.40%+31.0pp | 27.45%-7.9pp | -7.84%+27.4pp |
| Employer contribution / active EE | $9,744 | $2,746+254.8% | $3,635+168.1% | $2,596+275.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,498 | $5,232-14.0% | $6,410-29.8% | $5,403-16.7% |