Filed April 25, 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 | $89,531 | $61,660+45.2% | $80,019+11.9% | $64,186+39.5% |
| Participation rate | 91.2% | 71.7%+19.5pp | 75.8%+15.3pp | 69.6%+21.6pp |
| Annual return | -7.88% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,851 | $1,810+57.5% | $2,468+15.5% | $2,381+19.8% |
| Participant deferral / active EE | $4,165 | $2,968+40.3% | $3,686+13.0% | $3,470+20.0% |
| Admin fee / account holder | $5,241 | $5,417-3.3% | $6,521-19.6% | $4,888+7.2% |