Filed May 20, 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 | $169,749 | $84,696+100.4% | $75,696+124.3% | $167,490+1.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 6.67% | 199.36%-192.7pp | 104.53%-97.9pp | 478.56%-471.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,748 | $4,580+3.7% | $3,821+24.3% | $6,341-25.1% |
| Admin fee / account holder | $2,715 | $5,355-49.3% | $3,619-25.0% | $12,309-77.9% |