Filed January 16, 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 | $151,440 | $98,750+53.4% | $149,696+1.2% | $79,858+89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.04% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $7,741 | $3,216+140.7% | $4,644+66.7% | $2,471+213.3% |
| Participant deferral / active EE | $3,523 | $5,680-38.0% | $6,842-48.5% | $3,740-5.8% |
| Admin fee / account holder | $18,457 | $6,053+204.9% | $9,309+98.3% | $5,306+247.8% |