Filed April 1, 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 | $56,741 | $152,509-62.8% | $117,472-51.7% | $134,475-57.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.77% | 52.99%-75.8pp | 29.74%-52.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,321 | $5,571-76.3% | $4,176-68.4% | $4,740-72.1% |
| Participant deferral / active EE | $5,397 | $4,818+12.0% | $4,070+32.6% | $6,400-15.7% |
| Admin fee / account holder | $3,001 | $7,004-57.2% | $5,645-46.8% | $11,426-73.7% |