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 | $31,702 | $185,822-82.9% | $169,993-81.4% | $139,434-77.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.74% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,255 | $7,590-83.5% | $6,785-81.5% | $4,751-73.6% |
| Participant deferral / active EE | $1,630 | $11,622-86.0% | $10,408-84.3% | $6,710-75.7% |
| Admin fee / account holder | $1,559 | $15,381-89.9% | $12,815-87.8% | $11,403-86.3% |