Filed June 1, 2015 (most recent of 3 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 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 | $366,968 | $83,902+337.4% | $167,512+119.1% | $84,808+332.7% |
| Participation rate | 88.5% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.2pp |
| Annual return | 21.63% | 91.55%-69.9pp | 1615.79%-1594.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,006 | $2,264+76.9% | $3,882+3.2% | $2,631+52.3% |
| Participant deferral / active EE | $12,752 | $4,442+187.1% | $6,405+99.1% | $4,212+202.8% |
| Admin fee / account holder | $41,673 | $7,915+426.5% | $9,769+326.6% | $7,344+467.5% |