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 | $427,219 | $60,124+610.6% | $90,404+372.6% | $79,858+435.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.57% | 71.94%-62.4pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $32,617 | $2,068+1477.4% | $3,262+899.9% | $2,471+1220.1% |
| Participant deferral / active EE | $11,282 | $2,938+284.0% | $3,963+184.7% | $3,740+201.6% |
| Admin fee / account holder | $64,531 | $3,976+1522.8% | $5,611+1050.1% | $5,306+1116.1% |