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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,241 | $54,350+570.2% | $82,719+340.3% | $68,494+431.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -5.20% | -13.67%+8.5pp | 701.18%-706.4pp | -7.84%+2.6pp |
| Employer contribution / active EE | $30,802 | $2,218+1288.7% | $3,009+923.7% | $2,596+1086.4% |
| Participant deferral / active EE | $9,940 | $3,246+206.2% | $4,395+126.2% | $4,027+146.8% |
| Admin fee / account holder | $55,459 | $4,395+1161.8% | $5,329+940.7% | $5,403+926.5% |