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 | $220,911 | $78,672+180.8% | $109,143+102.4% | $85,850+157.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.03% | 25.09%-16.1pp | 25.75%-16.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $4,606 | $2,735+68.4% | $3,722+23.8% | $2,565+79.6% |
| Participant deferral / active EE | $5,529 | $3,467+59.5% | $4,653+18.8% | $3,952+39.9% |
| Admin fee / account holder | $5,183 | $5,469-5.2% | $6,752-23.2% | $6,260-17.2% |