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 | $309,512 | $69,515+345.2% | $86,874+256.3% | $85,850+260.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.89% | 20.12%-8.2pp | 63.52%-51.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $18,591 | $1,880+888.7% | $2,495+645.0% | $2,565+624.8% |
| Participant deferral / active EE | $16,072 | $2,919+450.6% | $3,699+334.5% | $3,952+306.7% |
| Admin fee / account holder | $61,814 | $5,972+935.1% | $5,828+960.6% | $6,260+887.5% |