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 | $285,697 | $59,101+383.4% | $77,163+270.3% | $75,163+280.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 20.88% | 26.71%-5.8pp | 37.87%-17.0pp | 160.62%-139.7pp |
| Employer contribution / active EE | $19,311 | $1,995+867.9% | $2,535+661.8% | $2,670+623.3% |
| Participant deferral / active EE | $14,012 | $2,999+367.2% | $3,833+265.5% | $4,125+239.7% |
| Admin fee / account holder | $8,502 | $4,774+78.1% | $5,472+55.4% | $5,651+50.5% |