Filed June 2, 2015
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 | $349,078 | $86,655+302.8% | $119,609+191.9% | $66,914+421.7% |
| Participation rate | 99.0% | 75.6%+23.4pp | 79.3%+19.7pp | 69.8%+29.2pp |
| Annual return | -0.20% | -8.00%+7.8pp | -14.97%+14.8pp | 1.58%-1.8pp |
| Employer contribution / active EE | $16,791 | $2,536+562.1% | $4,232+296.8% | $2,544+560.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9,445 | $755+1151.4% | $10,323-8.5% | $593+1492.0% |