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 | $160,625 | $53,822+198.4% | $75,696+112.2% | $85,850+87.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.49% | 24.54%-8.1pp | 104.53%-88.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $6,834 | $2,017+238.9% | $2,743+149.2% | $2,565+166.4% |
| Participant deferral / active EE | $7,257 | $2,895+150.7% | $3,821+89.9% | $3,952+83.6% |
| Admin fee / account holder | $11,854 | $3,343+254.6% | $3,619+227.5% | $6,260+89.4% |