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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,246 | $209,832-84.6% | $189,513-83.0% | $167,490-80.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,164 | $6,914-83.2% | $6,162-81.1% | $4,837-75.9% |
| Participant deferral / active EE | $1,514 | $8,935-83.1% | $8,221-81.6% | $6,341-76.1% |
| Admin fee / account holder | $2,871 | $14,293-79.9% | $12,045-76.2% | $12,309-76.7% |