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.
Employer 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 | $132,601 | $185,822-28.6% | $169,993-22.0% | $139,434-4.9% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 14.30% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $488 | $7,590-93.6% | $6,785-92.8% | $4,751-89.7% |
| Participant deferral / active EE | $3,177 | $11,622-72.7% | $10,408-69.5% | $6,710-52.7% |
| Admin fee / account holder | $907 | $15,381-94.1% | $12,815-92.9% | $11,403-92.0% |