Filed January 15, 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 | $25,946 | $98,750-73.7% | $149,696-82.7% | $79,858-67.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.66% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,548 | $3,216-20.8% | $4,644-45.1% | $2,471+3.1% |
| Participant deferral / active EE | $6,459 | $5,680+13.7% | $6,842-5.6% | $3,740+72.7% |
| Admin fee / account holder | $16,220 | $6,053+168.0% | $9,309+74.2% | $5,306+205.7% |