Filed May 28, 2015 (most recent of 4 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 | $134,676 | $148,978-9.6% | $200,582-32.9% | $84,808+58.8% |
| Participation rate | 78.9% | 84.2%-5.3pp | 86.9%-7.9pp | 68.3%+10.6pp |
| Annual return | 13.06% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,911 | $4,815-39.5% | $6,419-54.6% | $2,631+10.7% |
| Participant deferral / active EE | $6,480 | $7,142-9.3% | $9,331-30.6% | $4,212+53.9% |
| Admin fee / account holder | $14,477 | $13,977+3.6% | $16,305-11.2% | $7,344+97.1% |