Filed May 15, 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.
Employer 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 | $60,865 | $94,529-35.6% | $140,016-56.5% | $64,186-5.2% |
| Participation rate | 75.9% | 84.1%-8.2pp | 87.5%-11.6pp | 69.6%+6.3pp |
| Annual return | -8.15% | 7.77%-15.9pp | 651.12%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,019 | $3,812-73.3% | $5,606-81.8% | $2,381-57.2% |
| Participant deferral / active EE | $3,089 | $5,250-41.2% | $6,927-55.4% | $3,470-11.0% |
| Admin fee / account holder | $722 | $6,741-89.3% | $10,705-93.3% | $4,888-85.2% |