Filed March 10, 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 | $399,876 | $69,518+475.2% | $59,878+567.8% | $135,375+195.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.41% | 7.94%-15.4pp | 3.46%-10.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,749 | $3,235+232.3% | $2,722+294.9% | $4,779+124.9% |
| Participant deferral / active EE | $15,110 | $4,206+259.3% | $3,402+344.2% | $5,609+169.4% |
| Admin fee / account holder | $5,280 | $5,734-7.9% | $3,590+47.1% | $10,827-51.2% |