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 | $322,444 | $64,480+400.1% | $81,382+296.2% | $80,856+298.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.68% | 16.34%-1.7pp | 24.73%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $22,611 | $1,978+1042.9% | $2,463+818.1% | $2,755+720.8% |
| Participant deferral / active EE | $14,819 | $3,094+379.0% | $3,883+281.6% | $4,296+245.0% |
| Admin fee / account holder | $3,774 | $5,671-33.4% | $5,768-34.6% | $6,918-45.4% |