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 | $31,937 | $125,758-74.6% | $169,993-81.2% | $75,163-57.5% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 16.74% | 27.20%-10.5pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,860 | $4,615-59.7% | $6,785-72.6% | $2,670-30.3% |
| Participant deferral / active EE | $4,195 | $6,837-38.6% | $10,408-59.7% | $4,125+1.7% |
| Admin fee / account holder | $2,340 | $8,173-71.4% | $12,815-81.7% | $5,651-58.6% |