Filed June 2, 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 | $218,633 | $83,477+161.9% | $125,175+74.7% | $72,985+199.6% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | -13.20% | 25.78%-39.0pp | 43.79%-57.0pp | 81.00%-94.2pp |
| Employer contribution / active EE | $13,232 | $2,345+464.2% | $3,865+242.3% | $2,440+442.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,073 | $5,517+28.2% | $9,702-27.1% | $5,124+38.0% |