Filed October 16, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,790 | $54,762+677.5% | $90,281+371.6% | $72,985+483.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 14.63% | 30.63%-16.0pp | 78.10%-63.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $31,050 | $2,092+1383.9% | $2,854+987.8% | $2,440+1172.6% |
| Participant deferral / active EE | $13,980 | $2,887+384.2% | $3,885+259.8% | $3,607+287.5% |
| Admin fee / account holder | $33,988 | $3,972+755.7% | $5,351+535.1% | $5,124+563.3% |