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 | $148,978-9.4% | $200,582-32.7% | $84,808+59.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 7.43% | 28.16%-20.7pp | 42.33%-34.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $5,510 | $4,815+14.4% | $6,419-14.2% | $2,631+109.4% |
| Participant deferral / active EE | $2,751 | $7,142-61.5% | $9,331-70.5% | $4,212-34.7% |
| Admin fee / account holder | $3,197 | $13,977-77.1% | $16,305-80.4% | $7,344-56.5% |