Filed February 26, 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 | $134,527 | $185,822-27.6% | $169,993-20.9% | $139,434-3.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.11% | 60.50%-53.4pp | 53.37%-46.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $3,288 | $7,590-56.7% | $6,785-51.5% | $4,751-30.8% |
| Participant deferral / active EE | $6,215 | $11,622-46.5% | $10,408-40.3% | $6,710-7.4% |
| Admin fee / account holder | $58,475 | $15,381+280.2% | $12,815+356.3% | $11,403+412.8% |