Filed July 21, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,594 | $77,634-83.8% | $156,549-92.0% | $62,891-80.0% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 5.47% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,992 | $3,444-42.2% | $5,501-63.8% | $2,281-12.7% |
| Participant deferral / active EE | $2,308 | $3,045-24.2% | $4,871-52.6% | $3,203-27.9% |
| Admin fee / account holder | $4,043 | $5,561-27.3% | $13,027-69.0% | $4,296-5.9% |