Filed June 3, 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 | $40,843 | $56,114-27.2% | $96,139-57.5% | $85,850-52.4% |
| Participation rate | 75.8% | 56.7%+19.0pp | 68.4%+7.3pp | 69.3%+6.4pp |
| Annual return | 10.12% | 42.30%-32.2pp | 191.94%-181.8pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,369 | $1,620+46.3% | $2,797-15.3% | $2,565-7.6% |
| Participant deferral / active EE | $5,744 | $2,859+100.9% | $4,349+32.1% | $3,952+45.4% |
| Admin fee / account holder | $2,275 | $3,768-39.6% | $5,537-58.9% | $6,260-63.7% |