Filed January 7, 2015 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,348 | $148,978+150.6% | $200,582+86.1% | $84,808+340.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.30% | 28.16%-15.9pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $8,737 | $4,815+81.5% | $6,419+36.1% | $2,631+232.1% |
| Participant deferral / active EE | $9,309 | $7,142+30.3% | $9,331-0.2% | $4,212+121.0% |
| Admin fee / account holder | $157,353 | $13,977+1025.8% | $16,305+865.1% | $7,344+2042.7% |