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 | $135,879 | $214,378-36.6% | $200,582-32.3% | $142,382-4.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 7.33% | 46.41%-39.1pp | 42.33%-35.0pp | 217.08%-209.7pp |
| Employer contribution / active EE | $5,219 | $6,841-23.7% | $6,419-18.7% | $4,299+21.4% |
| Participant deferral / active EE | $7,462 | $9,865-24.4% | $9,331-20.0% | $6,507+14.7% |
| Admin fee / account holder | $2,877 | $17,692-83.7% | $16,305-82.4% | $12,624-77.2% |