Filed December 16, 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 | $51,861 | $77,634-33.2% | $156,549-66.9% | $62,891-17.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.46% | 50.32%-50.8pp | 32.23%-32.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $4,614 | $3,444+34.0% | $5,501-16.1% | $2,281+102.3% |
| Participant deferral / active EE | $2,758 | $3,045-9.5% | $4,871-43.4% | $3,203-13.9% |
| Admin fee / account holder | $2,241 | $5,561-59.7% | $13,027-82.8% | $4,296-47.8% |