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 | $551,613 | $125,758+338.6% | $169,993+224.5% | $75,163+633.9% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 19.12% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $25,516 | $4,615+452.9% | $6,785+276.1% | $2,670+855.7% |
| Participant deferral / active EE | $17,737 | $6,837+159.4% | $10,408+70.4% | $4,125+330.0% |
| Admin fee / account holder | $52,566 | $8,173+543.1% | $12,815+310.2% | $5,651+830.2% |