Filed November 3, 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 | $265,366 | $107,334+147.2% | $92,893+185.7% | $152,861+73.6% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 27.64% | 145.58%-117.9pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $10,812 | $4,221+156.1% | $3,653+196.0% | $4,762+127.0% |
| Participant deferral / active EE | $9,756 | $4,845+101.4% | $4,236+130.3% | $5,850+66.8% |
| Admin fee / account holder | $5,953 | $7,079-15.9% | $5,794+2.7% | $11,596-48.7% |