Filed May 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 | $122,421 | $56,484+116.7% | $169,463-27.8% | $64,186+90.7% |
| Participation rate | 71.4% | 64.5%+6.9pp | 77.8%-6.4pp | 69.6%+1.9pp |
| Annual return | -8.18% | -1.55%-6.6pp | 1.83%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,292 | $1,832-29.5% | $4,159-68.9% | $2,381-45.7% |
| Participant deferral / active EE | $5,276 | $3,448+53.0% | $5,2770% | $3,470+52.1% |
| Admin fee / account holder | $884 | $4,174-78.8% | $9,109-90.3% | $4,888-81.9% |