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 | $452,853 | $57,281+690.6% | $86,612+422.9% | $75,163+502.5% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 10.02% | 2670.75%-2660.7pp | 591.07%-581.1pp | 160.62%-150.6pp |
| Employer contribution / active EE | $32,472 | $2,314+1303.0% | $3,022+974.4% | $2,670+1116.3% |
| Participant deferral / active EE | $10,004 | $3,318+201.5% | $4,438+125.4% | $4,125+142.5% |
| Admin fee / account holder | $10,785 | $4,112+162.3% | $5,614+92.1% | $5,651+90.9% |