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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,141,846 | $323,986+252.4% | $185,117+516.8% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 77.3%-77.3pp | - |
| Annual return | -1.66% | 15.76%-17.4pp | 40.50%-42.2pp | - |
| Employer contribution / active EE | $0 | $1,995-100.0% | $4,182-100.0% | - |
| Participant deferral / active EE | $0 | $3,608-100.0% | $5,045-100.0% | - |
| Admin fee / account holder | $56,083 | $20,091+179.2% | $8,159+587.3% | - |