Filed May 1, 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 | $348,272 | $159,934+117.8% | $147,005+136.9% | $145,959+138.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.24%-82.1pp | 418.76%-402.7pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,972 | $5,287-6.0% | $4,934+0.8% | $4,661+6.7% |
| Participant deferral / active EE | $11,743 | $8,427+39.3% | $8,070+45.5% | $6,689+75.6% |
| Admin fee / account holder | $65,086 | $15,053+332.4% | $13,006+400.4% | $13,398+385.8% |