Filed June 26, 2015 (most recent of 2 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 | $119,744 | $148,978-19.6% | $200,582-40.3% | $84,808+41.2% |
| Participation rate | 77.8% | 84.2%-6.5pp | 86.9%-9.1pp | 68.3%+9.5pp |
| Annual return | 12.48% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,149 | $7,142-27.9% | $9,331-44.8% | $4,212+22.3% |
| Admin fee / account holder | $6,706 | $13,977-52.0% | $16,305-58.9% | $7,344-8.7% |