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 | $549,656 | $123,793+344.0% | $177,821+209.1% | $79,858+588.3% |
| Participation rate | 96.5% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 16.30% | 22.82%-6.5pp | 48.32%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $23,076 | $4,095+463.5% | $5,918+289.9% | $2,471+833.9% |
| Participant deferral / active EE | $15,388 | $5,956+158.3% | $7,714+99.5% | $3,740+311.4% |
| Admin fee / account holder | $12,746 | $7,243+76.0% | $12,427+2.6% | $5,306+140.2% |