Filed June 30, 2015 (most recent of 3 filings on file)
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 | $112,085 | $54,705+104.9% | $71,209+57.4% | $84,808+32.2% |
| Participation rate | 98.4% | 64.1%+34.4pp | 73.8%+24.7pp | 68.3%+30.1pp |
| Annual return | 10.79% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $4,023 | $2,158+86.4% | $2,721+47.9% | $2,631+52.9% |
| Participant deferral / active EE | $5,366 | $3,030+77.1% | $4,175+28.5% | $4,212+27.4% |
| Admin fee / account holder | $13,661 | $4,863+180.9% | $5,349+155.4% | $7,344+86.0% |