Filed May 29, 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 | $43,806 | $94,529-53.7% | $140,016-68.7% | $64,186-31.8% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -7.37% | 7.77%-15.1pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,576 | $3,812-58.7% | $5,606-71.9% | $2,381-33.8% |
| Participant deferral / active EE | $6,114 | $5,250+16.5% | $6,927-11.7% | $3,470+76.2% |
| Admin fee / account holder | $365 | $6,741-94.6% | $10,705-96.6% | $4,888-92.5% |