Filed March 20, 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 | $260,852 | $54,726+376.7% | $68,793+279.2% | $64,186+306.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.54% | -1.62%-5.9pp | -4.63%-2.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $16,165 | $1,846+775.6% | $2,625+515.8% | $2,381+579.0% |
| Participant deferral / active EE | $13,312 | $2,626+406.9% | $3,311+302.0% | $3,470+283.7% |
| Admin fee / account holder | $3,301 | $4,027-18.0% | $5,131-35.7% | $4,888-32.5% |