Filed June 12, 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 | $169,668 | $87,841+93.2% | $133,980+26.6% | $62,891+169.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.03% | 12.05%-7.0pp | 29.30%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $6,238 | $3,483+79.1% | $5,211+19.7% | $2,281+173.5% |
| Participant deferral / active EE | $4,764 | $4,812-1.0% | $6,282-24.2% | $3,203+48.7% |
| Admin fee / account holder | $5,707 | $5,371+6.2% | $9,324-38.8% | $4,296+32.9% |