Filed February 3, 2015
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 | $359,770 | $127,065+183.1% | $113,168+217.9% | $142,382+152.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.76% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,039 | $3,442-69.8% | $2,975-65.1% | $4,299-75.8% |
| Participant deferral / active EE | $10,262 | $5,716+79.5% | $5,107+100.9% | $6,507+57.7% |
| Admin fee / account holder | $12,870 | $15,736-18.2% | $12,068+6.6% | $12,624+2.0% |