Filed March 10, 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 | $171,543 | $43,075+298.2% | $74,583+130.0% | $62,891+172.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -1.57% | 17.50%-19.1pp | 20.47%-22.0pp | 20.14%-21.7pp |
| Employer contribution / active EE | $7,093 | $1,498+373.6% | $2,525+180.9% | $2,281+211.0% |
| Participant deferral / active EE | $8,578 | $2,389+259.0% | $3,458+148.1% | $3,203+167.8% |
| Admin fee / account holder | $4,537 | $2,840+59.8% | $4,138+9.6% | $4,296+5.6% |