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.
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 | $102,761 | $148,978-31.0% | $200,582-48.8% | $84,808+21.2% |
| Participation rate | 71.3% | 84.2%-13.0pp | 86.9%-15.6pp | 68.3%+2.9pp |
| Annual return | 12.27% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,642 | $4,815-65.9% | $6,419-74.4% | $2,631-37.6% |
| Participant deferral / active EE | $3,015 | $7,142-57.8% | $9,331-67.7% | $4,212-28.4% |
| Admin fee / account holder | $3,996 | $13,977-71.4% | $16,305-75.5% | $7,344-45.6% |