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.
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 | $57,215 | $137,414-58.4% | $189,513-69.8% | $85,850-33.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.00% | 38.14%-29.1pp | 555.15%-546.1pp | 318.53%-309.5pp |
| Employer contribution / active EE | $1,374 | $4,344-68.4% | $6,162-77.7% | $2,565-46.4% |
| Participant deferral / active EE | $2,820 | $6,260-54.9% | $8,221-65.7% | $3,952-28.6% |
| Admin fee / account holder | $2,123 | $8,630-75.4% | $12,045-82.4% | $6,260-66.1% |