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 | $63,591 | $138,347-54.0% | $184,203-65.5% | $80,856-21.4% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 11.93% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,282 | $4,850+29.5% | $6,427-2.3% | $2,755+128.0% |
| Participant deferral / active EE | $2,471 | $7,071-65.0% | $9,131-72.9% | $4,296-42.5% |
| Admin fee / account holder | $1,182 | $10,483-88.7% | $13,901-91.5% | $6,918-82.9% |