Filed August 3, 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 | $116,520 | $160,055-27.2% | $140,016-16.8% | $135,375-13.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.22% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,231 | $6,420-18.5% | $5,606-6.7% | $4,779+9.5% |
| Participant deferral / active EE | $1,727 | $7,642-77.4% | $6,927-75.1% | $5,609-69.2% |
| Admin fee / account holder | $8,691 | $13,328-34.8% | $10,705-18.8% | $10,827-19.7% |