Filed August 4, 2015 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $718,709 | $138,347+419.5% | $184,203+290.2% | $80,856+788.9% |
| Participation rate | 19.8% | 83.9%-64.1pp | 86.8%-67.1pp | 67.6%-47.9pp |
| Annual return | 19.72% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $5,307 | $4,850+9.4% | $6,427-17.4% | $2,755+92.6% |
| Participant deferral / active EE | $3,801 | $7,071-46.2% | $9,131-58.4% | $4,296-11.5% |
| Admin fee / account holder | $123,211 | $10,483+1075.3% | $13,901+786.4% | $6,918+1681.0% |