Filed January 28, 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 | $70,615 | $80,968-12.8% | $96,544-26.9% | $75,163-6.1% |
| Participation rate | 75.9% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.7pp |
| Annual return | 12.08% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,066 | $2,282-9.5% | $2,965-30.3% | $2,670-22.6% |
| Participant deferral / active EE | $3,397 | $3,928-13.5% | $4,851-30.0% | $4,125-17.7% |
| Admin fee / account holder | $8,899 | $6,724+32.3% | $8,252+7.8% | $5,651+57.5% |