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.
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 | $111,380 | $148,978-25.2% | $200,582-44.5% | $84,808+31.3% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 12.13% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,783 | $4,815+20.1% | $6,419-9.9% | $2,631+119.8% |
| Participant deferral / active EE | $3,556 | $7,142-50.2% | $9,331-61.9% | $4,212-15.6% |
| Admin fee / account holder | $2,539 | $13,977-81.8% | $16,305-84.4% | $7,344-65.4% |