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 | $83,619 | $86,929-3.8% | $102,423-18.4% | $80,856+3.4% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.6%+11.5pp |
| Annual return | 9.70% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,826 | $2,369-22.9% | $3,023-39.6% | $2,755-33.7% |
| Participant deferral / active EE | $3,244 | $4,118-21.2% | $5,053-35.8% | $4,296-24.5% |
| Admin fee / account holder | $8,987 | $8,049+11.7% | $9,451-4.9% | $6,918+29.9% |