Filed March 9, 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 | $72,869 | $80,968-10.0% | $96,544-24.5% | $75,163-3.1% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.5pp | 67.2%+5.2pp |
| Annual return | 11.58% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,535 | $2,282-32.7% | $2,965-48.2% | $2,670-42.5% |
| Participant deferral / active EE | $3,217 | $3,928-18.1% | $4,851-33.7% | $4,125-22.0% |
| Admin fee / account holder | $50,850 | $6,724+656.2% | $8,252+516.2% | $5,651+799.9% |