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 | $73,509 | $148,978-50.7% | $200,582-63.4% | $84,808-13.3% |
| Participation rate | 94.0% | 84.2%+9.7pp | 86.9%+7.1pp | 68.3%+25.7pp |
| Annual return | 15.27% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,661 | $4,815+59.1% | $6,419+19.3% | $2,631+191.2% |
| Participant deferral / active EE | $2,618 | $7,142-63.3% | $9,331-71.9% | $4,212-37.8% |
| Admin fee / account holder | $6,091 | $13,977-56.4% | $16,305-62.6% | $7,344-17.1% |