Filed March 10, 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 | $203,824 | $65,365+211.8% | $92,893+119.4% | $72,985+179.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.36% | 42.10%-30.7pp | 109.41%-98.1pp | 81.00%-69.6pp |
| Employer contribution / active EE | $5,743 | $2,594+121.4% | $3,653+57.2% | $2,440+135.4% |
| Participant deferral / active EE | $4,004 | $3,128+28.0% | $4,236-5.5% | $3,607+11.0% |
| Admin fee / account holder | $15,066 | $4,251+254.4% | $5,794+160.0% | $5,124+194.0% |