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 | $58,017 | $125,758-53.9% | $169,993-65.9% | $75,163-22.8% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.0%+10.0pp | 67.2%+29.8pp |
| Annual return | 15.01% | 27.20%-12.2pp | 53.37%-38.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,987 | $4,615+8.1% | $6,785-26.5% | $2,670+86.8% |
| Participant deferral / active EE | $2,277 | $6,837-66.7% | $10,408-78.1% | $4,125-44.8% |
| Admin fee / account holder | $3,106 | $8,173-62.0% | $12,815-75.8% | $5,651-45.0% |