Filed February 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,274 | $42,894-27.1% | $60,874-48.6% | $68,494-54.3% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -19.52% | -13.98%-5.5pp | 16.90%-36.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,905 | $1,978-3.7% | $2,701-29.5% | $2,596-26.6% |
| Participant deferral / active EE | $3,288 | $2,867+14.7% | $3,817-13.9% | $4,027-18.4% |
| Admin fee / account holder | $977 | $3,101-68.5% | $3,224-69.7% | $5,403-81.9% |