Filed December 14, 2015 (most recent of 4 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 | $111,921 | $201,272-44.4% | $184,203-39.2% | $145,922-23.3% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 3.99% | 29.00%-25.0pp | 28.81%-24.8pp | 561.29%-557.3pp |
| Employer contribution / active EE | $4,665 | $7,022-33.6% | $6,427-27.4% | $4,660+0.1% |
| Participant deferral / active EE | $6,888 | $9,806-29.8% | $9,131-24.6% | $6,688+3.0% |
| Admin fee / account holder | $72,060 | $16,364+340.4% | $13,901+418.4% | $13,397+437.9% |