Filed January 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,869 | $94,529+336.8% | $140,016+194.9% | $64,186+543.2% |
| Participation rate | 97.3% | 84.1%+13.2pp | 87.5%+9.8pp | 69.6%+27.7pp |
| Annual return | -5.07% | 7.77%-12.8pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $23,970 | $3,812+528.7% | $5,606+327.6% | $2,381+906.8% |
| Participant deferral / active EE | $16,181 | $5,250+208.2% | $6,927+133.6% | $3,470+366.4% |
| Admin fee / account holder | $16,264 | $6,741+141.3% | $10,705+51.9% | $4,888+232.7% |