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 | $191,434 | $81,460+135.0% | $103,333+85.3% | $80,856+136.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.17% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $5,130 | $3,105+65.2% | $3,868+32.6% | $2,755+86.2% |
| Participant deferral / active EE | $7,157 | $3,869+85.0% | $5,057+41.5% | $4,296+66.6% |
| Admin fee / account holder | $11,249 | $6,566+71.3% | $8,355+34.6% | $6,918+62.6% |