Filed March 2, 2016 (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 | $319,623 | $57,281+458.0% | $86,612+269.0% | $75,163+325.2% |
| Participation rate | 95.6% | 63.2%+32.4pp | 71.7%+23.9pp | 67.2%+28.4pp |
| Annual return | 19.00% | 2670.75%-2651.7pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $24,126 | $2,314+942.4% | $3,022+698.2% | $2,670+803.7% |
| Participant deferral / active EE | $10,722 | $3,318+223.2% | $4,438+141.6% | $4,125+159.9% |
| Admin fee / account holder | $9,597 | $4,112+133.4% | $5,614+70.9% | $5,651+69.8% |