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 | $153,648 | $183,963-16.5% | $162,163-5.3% | $152,861+0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.81% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $8,249 | $6,371+29.5% | $5,614+46.9% | $4,762+73.2% |
| Participant deferral / active EE | $1,743 | $8,034-78.3% | $7,298-76.1% | $5,850-70.2% |
| Admin fee / account holder | $10,168 | $13,121-22.5% | $10,843-6.2% | $11,596-12.3% |