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 | $146,447 | $49,227+197.5% | $70,449+107.9% | $79,858+83.4% |
| Participation rate | 96.1% | 69.2%+26.9pp | 75.1%+21.0pp | 69.6%+26.4pp |
| Annual return | 14.54% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $6,949 | $2,099+231.1% | $2,737+153.9% | $2,471+181.2% |
| Participant deferral / active EE | $7,545 | $2,768+172.6% | $3,709+103.5% | $3,740+101.7% |
| Admin fee / account holder | $12,187 | $2,878+323.4% | $3,845+216.9% | $5,306+129.7% |