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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,329 | $109,359-63.1% | $162,163-75.1% | $72,985-44.7% |
| Participation rate | 92.8% | 84.3%+8.5pp | 87.6%+5.2pp | 69.5%+23.3pp |
| Annual return | 20.55% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,049 | $3,907-22.0% | $5,614-45.7% | $2,440+25.0% |
| Participant deferral / active EE | $1,647 | $5,481-69.9% | $7,298-77.4% | $3,607-54.3% |
| Admin fee / account holder | $848 | $7,972-89.4% | $10,843-92.2% | $5,124-83.5% |