Filed September 18, 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 | $280,318 | $90,600+209.4% | $79,464+252.8% | $135,375+107.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.36% | 977.43%-977.1pp | 718.14%-717.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $53,186 | $3,068+1633.6% | $2,800+1799.2% | $4,779+1013.0% |
| Participant deferral / active EE | $5,250 | $4,050+29.6% | $3,704+41.7% | $5,609-6.4% |
| Admin fee / account holder | $203,789 | $5,907+3350.1% | $5,113+3885.7% | $10,827+1782.2% |