Filed June 1, 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 | $132,732 | $109,881+20.8% | $150,045-11.5% | $84,808+56.5% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 13.73% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,975 | $3,561+11.6% | $4,693-15.3% | $2,631+51.1% |
| Participant deferral / active EE | $10,279 | $6,636+54.9% | $7,997+28.5% | $4,212+144.1% |
| Admin fee / account holder | $16,022 | $8,568+87.0% | $13,435+19.3% | $7,344+118.2% |