Filed March 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 9-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 | $9,479 | $100,041-90.5% | $149,718-93.7% | $70,131-86.5% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 19.90% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,587 | $3,662-56.7% | $5,445-70.9% | $2,342-32.3% |
| Participant deferral / active EE | $2,884 | $4,983-42.1% | $6,569-56.1% | $3,332-13.4% |
| Admin fee / account holder | $667 | $8,286-92.0% | $11,283-94.1% | $4,645-85.6% |