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.
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 | $76,293 | $137,414-44.5% | $189,513-59.7% | $85,850-11.1% |
| Participation rate | 79.2% | 84.6%-5.4pp | 87.8%-8.6pp | 69.3%+9.9pp |
| Annual return | 11.54% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,611 | $4,344-62.9% | $6,162-73.8% | $2,565-37.2% |
| Participant deferral / active EE | $2,657 | $6,260-57.6% | $8,221-67.7% | $3,952-32.8% |
| Admin fee / account holder | $1,922 | $8,630-77.7% | $12,045-84.0% | $6,260-69.3% |