Filed March 30, 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 | $106,982 | $109,881-2.6% | $150,045-28.7% | $84,808+26.1% |
| Participation rate | 79.5% | 76.1%+3.4pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 10.36% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,361 | $3,561+22.5% | $4,693-7.1% | $2,631+65.8% |
| Participant deferral / active EE | $6,619 | $6,636-0.3% | $7,997-17.2% | $4,212+57.2% |
| Admin fee / account holder | $6,743 | $8,568-21.3% | $13,435-49.8% | $7,344-8.2% |