Filed October 1, 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 | $104,241 | $65,376+59.4% | $87,100+19.7% | $65,185+59.9% |
| Participation rate | 80.0% | 75.3%+4.7pp | 76.9%+3.1pp | 70.2%+9.8pp |
| Annual return | 3.61% | 31.27%-27.7pp | 28.19%-24.6pp | 29.38%-25.8pp |
| Employer contribution / active EE | $2,308 | $1,822+26.6% | $2,521-8.5% | $2,177+6.0% |
| Participant deferral / active EE | $4,292 | $3,388+26.7% | $4,049+6.0% | $3,514+22.1% |
| Admin fee / account holder | $14,292 | $520+2650.0% | $7,497+90.7% | $847+1587.3% |