Filed June 28, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,467 | $160,055-89.1% | $140,016-87.5% | $135,375-87.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.78% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,138 | $6,420-82.3% | $5,606-79.7% | $4,779-76.2% |
| Participant deferral / active EE | $1,373 | $7,642-82.0% | $6,927-80.2% | $5,609-75.5% |
| Admin fee / account holder | $3,111 | $13,328-76.7% | $10,705-70.9% | $10,827-71.3% |