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 | $878,120 | $148,978+489.4% | $200,582+337.8% | $84,808+935.4% |
| Participation rate | 19.8% | 84.2%-64.5pp | 86.9%-67.1pp | 68.3%-48.5pp |
| Annual return | 20.16% | 28.16%-8.0pp | 42.33%-22.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $6,479 | $4,815+34.6% | $6,419+0.9% | $2,631+146.3% |
| Participant deferral / active EE | $4,520 | $7,142-36.7% | $9,331-51.6% | $4,212+7.3% |
| Admin fee / account holder | $44,722 | $13,977+220.0% | $16,305+174.3% | $7,344+509.0% |