Filed May 29, 2015 (most recent of 3 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 | $64,750 | $109,359-40.8% | $162,163-60.1% | $72,985-11.3% |
| Participation rate | 91.5% | 84.3%+7.2pp | 87.6%+3.9pp | 69.5%+22.0pp |
| Annual return | 15.30% | 25.46%-10.2pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,651 | $3,907-57.7% | $5,614-70.6% | $2,440-32.3% |
| Participant deferral / active EE | $2,579 | $5,481-53.0% | $7,298-64.7% | $3,607-28.5% |
| Admin fee / account holder | $2,364 | $7,972-70.3% | $10,843-78.2% | $5,124-53.9% |