Filed November 18, 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 | $61,024 | $148,978-59.0% | $200,582-69.6% | $84,808-28.0% |
| Participation rate | 86.8% | 84.2%+2.6pp | 86.9%0pp | 68.3%+18.5pp |
| Annual return | 13.08% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,819 | $4,815-41.4% | $6,419-56.1% | $2,631+7.2% |
| Participant deferral / active EE | $3,184 | $7,142-55.4% | $9,331-65.9% | $4,212-24.4% |
| Admin fee / account holder | $2,067 | $13,977-85.2% | $16,305-87.3% | $7,344-71.9% |