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 | $127,379 | $45,073+182.6% | $69,455+83.4% | $72,985+74.5% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 23.03% | 22.65%+0.4pp | 28.97%-5.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,293 | $2,054+206.4% | $2,779+126.5% | $2,440+157.9% |
| Participant deferral / active EE | $6,684 | $2,602+156.9% | $3,535+89.0% | $3,607+85.3% |
| Admin fee / account holder | $11,853 | $3,056+287.9% | $3,839+208.7% | $5,124+131.3% |