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 | $84,516 | $125,758-32.8% | $169,993-50.3% | $75,163+12.4% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 12.43% | 27.20%-14.8pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $4,409 | $4,615-4.4% | $6,785-35.0% | $2,670+65.2% |
| Participant deferral / active EE | $2,626 | $6,837-61.6% | $10,408-74.8% | $4,125-36.3% |
| Admin fee / account holder | $3,282 | $8,173-59.8% | $12,815-74.4% | $5,651-41.9% |