Filed October 16, 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 | $66,078 | $123,793-46.6% | $177,821-62.8% | $79,858-17.3% |
| Participation rate | 84.8% | 84.7%+0.1pp | 87.7%-2.9pp | 69.6%+15.1pp |
| Annual return | 10.06% | 22.82%-12.8pp | 48.32%-38.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,395 | $4,095-17.1% | $5,918-42.6% | $2,471+37.4% |
| Participant deferral / active EE | $3,309 | $5,956-44.4% | $7,714-57.1% | $3,740-11.5% |
| Admin fee / account holder | $1,225 | $7,243-83.1% | $12,427-90.1% | $5,306-76.9% |