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 | $20,054 | $123,793-83.8% | $177,821-88.7% | $79,858-74.9% |
| Participation rate | 92.1% | 84.7%+7.4pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 16.96% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,448 | $4,095-64.6% | $5,918-75.5% | $2,471-41.4% |
| Participant deferral / active EE | $2,865 | $5,956-51.9% | $7,714-62.9% | $3,740-23.4% |
| Admin fee / account holder | $4,087 | $7,243-43.6% | $12,427-67.1% | $5,306-23.0% |