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 | $22,808 | $183,963-87.6% | $162,163-85.9% | $152,861-85.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.21% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,194 | $6,371-81.3% | $5,614-78.7% | $4,762-74.9% |
| Participant deferral / active EE | $1,342 | $8,034-83.3% | $7,298-81.6% | $5,850-77.1% |
| Admin fee / account holder | $555 | $13,121-95.8% | $10,843-94.9% | $11,596-95.2% |