Filed August 19, 2015 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,126 | $123,793-37.7% | $177,821-56.6% | $79,858-3.4% |
| Participation rate | 91.7% | 84.7%+7.0pp | 87.7%+3.9pp | 69.6%+22.0pp |
| Annual return | 6.73% | 22.82%-16.1pp | 48.32%-41.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $4,613 | $4,095+12.6% | $5,918-22.1% | $2,471+86.7% |
| Participant deferral / active EE | $2,400 | $5,956-59.7% | $7,714-68.9% | $3,740-35.8% |
| Admin fee / account holder | $16,370 | $7,243+126.0% | $12,427+31.7% | $5,306+208.5% |