Filed March 2, 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 | $40,330 | $100,041-59.7% | $149,718-73.1% | $70,131-42.5% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.1%+8.8pp | 69.5%+26.3pp |
| Annual return | 17.97% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,358 | $3,662-62.9% | $5,445-75.1% | $2,342-42.0% |
| Participant deferral / active EE | $2,002 | $4,983-59.8% | $6,569-69.5% | $3,332-39.9% |
| Admin fee / account holder | $1,896 | $8,286-77.1% | $11,283-83.2% | $4,645-59.2% |