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 | $89,436 | $87,841+1.8% | $133,980-33.2% | $62,891+42.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.04% | 12.05%-7.0pp | 29.30%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,849 | $3,483+10.5% | $5,211-26.1% | $2,281+68.8% |
| Participant deferral / active EE | $1,335 | $4,812-72.2% | $6,282-78.7% | $3,203-58.3% |
| Admin fee / account holder | $2,864 | $5,371-46.7% | $9,324-69.3% | $4,296-33.3% |