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 | $306,640 | $58,927+420.4% | $76,817+299.2% | $72,985+320.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 25.08% | 2305.64%-2280.6pp | 1166.11%-1141.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $16,162 | $1,787+804.6% | $2,302+602.1% | $2,440+562.4% |
| Participant deferral / active EE | $12,776 | $2,690+374.9% | $3,336+283.0% | $3,607+254.2% |
| Admin fee / account holder | $6,610 | $4,013+64.7% | $6,420+3.0% | $5,124+29.0% |