Filed January 9, 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 | $34,329 | $49,177-30.2% | $79,464-56.8% | $64,186-46.5% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -8.56% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,404 | $2,076+15.8% | $2,800-14.2% | $2,381+1.0% |
| Participant deferral / active EE | $4,254 | $2,821+50.8% | $3,704+14.9% | $3,470+22.6% |
| Admin fee / account holder | $1,333 | $3,839-65.3% | $5,113-73.9% | $4,888-72.7% |