Filed May 4, 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 8-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,247,720 | $363,850+242.9% | $155,790+700.9% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | 0.75% | -3.26%+4.0pp | 71.54%-70.8pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,836-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $64,197 | $13,180+387.1% | $7,478+758.5% | - |