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 | $106,749+0.2% | $145,433-26.4% | $82,448+29.8% |
| Participation rate | 79.5% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.4pp |
| Annual return | 10.36% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,361 | $3,444+26.6% | $4,554-4.2% | $2,551+71.0% |
| Participant deferral / active EE | $6,619 | $6,519+1.5% | $7,897-16.2% | $4,139+59.9% |
| Admin fee / account holder | $6,743 | $8,390-19.6% | $13,129-48.6% | $7,234-6.8% |