Filed December 17, 2014 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,805 | $43,327+130.4% | $59,878+66.7% | $64,186+55.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.45% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,680 | $2,028+229.3% | $2,722+145.4% | $2,381+180.6% |
| Participant deferral / active EE | $7,662 | $2,546+201.0% | $3,402+125.2% | $3,470+120.8% |
| Admin fee / account holder | $18,099 | $3,005+502.3% | $3,590+404.1% | $4,888+270.3% |