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 | $623,516 | $348,986+78.7% | $185,823+235.5% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | 12.25% | 9.09%+3.2pp | 35.95%-23.7pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,087-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,632-100.0% | - |
| Admin fee / account holder | $605,959 | $28,026+2062.1% | $9,500+6278.4% | - |