Filed April 28, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,164 | $185,822+38.4% | $169,993+51.3% | $139,434+84.4% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 11.88% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $6,243 | $7,590-17.7% | $6,785-8.0% | $4,751+31.4% |
| Participant deferral / active EE | $13,431 | $11,622+15.6% | $10,408+29.1% | $6,710+100.2% |
| Admin fee / account holder | $31,890 | $15,381+107.3% | $12,815+148.8% | $11,403+179.7% |