Filed November 20, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,833 | $109,359-50.8% | $162,163-66.8% | $72,985-26.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.98% | 25.46%-10.5pp | 115.59%-100.6pp | 81.00%-66.0pp |
| Employer contribution / active EE | $804 | $3,907-79.4% | $5,614-85.7% | $2,440-67.1% |
| Participant deferral / active EE | $1,855 | $5,481-66.2% | $7,298-74.6% | $3,607-48.6% |
| Admin fee / account holder | $13,615 | $7,972+70.8% | $10,843+25.6% | $5,124+165.7% |