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 | $125,943 | $70,756+78.0% | $65,493+92.3% | $142,382-11.5% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 9.90% | 1754.89%-1745.0pp | 982.45%-972.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,176 | $4,637+97.9% | $3,961+131.7% | $6,507+41.0% |
| Admin fee / account holder | $2,811 | $6,559-57.1% | $5,028-44.1% | $12,624-77.7% |