Filed April 29, 2015 (most recent of 2 filings on file)
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 | $119,693 | $60,124+99.1% | $90,404+32.4% | $79,858+49.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.91% | 71.94%-63.0pp | 1293.02%-1284.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,735 | $2,068-16.1% | $3,262-46.8% | $2,471-29.8% |
| Participant deferral / active EE | $3,761 | $2,938+28.0% | $3,963-5.1% | $3,740+0.6% |
| Admin fee / account holder | $2,191 | $3,976-44.9% | $5,611-60.9% | $5,306-58.7% |