Filed January 23, 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.)
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 | $30,714 | $100,041-69.3% | $149,718-79.5% | $70,131-56.2% |
| Participation rate | 93.8% | 83.6%+10.3pp | 87.1%+6.8pp | 69.5%+24.3pp |
| Annual return | 27.86% | 27.43%+0.4pp | 1501.63%-1473.8pp | 73.14%-45.3pp |
| Employer contribution / active EE | $1,150 | $3,662-68.6% | $5,445-78.9% | $2,342-50.9% |
| Participant deferral / active EE | $1,522 | $4,983-69.4% | $6,569-76.8% | $3,332-54.3% |
| Admin fee / account holder | $3,144 | $8,286-62.1% | $11,283-72.1% | $4,645-32.3% |