Filed September 2, 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.
Employer 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 | $46,475 | $168,632-72.4% | $147,614-68.5% | $125,391-62.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.17% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,225 | $6,252-80.4% | $5,564-78.0% | $4,866-74.8% |
| Participant deferral / active EE | $556 | $5,507-89.9% | $4,895-88.7% | $5,352-89.6% |
| Admin fee / account holder | $545 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |