Filed September 13, 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 | $32,055 | $57,281-44.0% | $86,612-63.0% | $75,163-57.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.13% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,114 | $2,314-51.9% | $3,022-63.1% | $2,670-58.3% |
| Participant deferral / active EE | $3,018 | $3,318-9.0% | $4,438-32.0% | $4,125-26.8% |
| Admin fee / account holder | $2,409 | $4,112-41.4% | $5,614-57.1% | $5,651-57.4% |