Filed January 1, 2015 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,970 | $146,267-7.7% | $197,124-31.5% | $82,448+63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 7.43% | 29.61%-22.2pp | 44.34%-36.9pp | 41.64%-34.2pp |
| Employer contribution / active EE | $5,510 | $4,723+16.7% | $6,227-11.5% | $2,551+116.0% |
| Participant deferral / active EE | $2,751 | $7,035-60.9% | $9,135-69.9% | $4,139-33.5% |
| Admin fee / account holder | $3,197 | $14,422-77.8% | $16,298-80.4% | $7,234-55.8% |