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 | $73,079 | $201,272-63.7% | $184,203-60.3% | $145,922-49.9% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 10.80% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,572 | $7,022-20.6% | $6,427-13.3% | $4,660+19.6% |
| Participant deferral / active EE | $2,182 | $9,806-77.7% | $9,131-76.1% | $6,688-67.4% |
| Admin fee / account holder | $82,506 | $16,364+404.2% | $13,901+493.5% | $13,397+515.9% |