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 | $99,230 | $80,968+22.6% | $96,544+2.8% | $75,163+32.0% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 11.13% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,836 | $2,282+24.3% | $2,965-4.3% | $2,670+6.2% |
| Participant deferral / active EE | $4,973 | $3,928+26.6% | $4,851+2.5% | $4,125+20.5% |
| Admin fee / account holder | $18,812 | $6,724+179.8% | $8,252+128.0% | $5,651+232.9% |