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 | $157,135 | $46,553+237.5% | $64,056+145.3% | $75,163+109.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.70% | 26.03%-7.3pp | 33.69%-15.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $7,401 | $1,974+275.0% | $2,747+169.5% | $2,670+177.2% |
| Participant deferral / active EE | $8,738 | $2,837+208.0% | $3,880+125.2% | $4,125+111.8% |
| Admin fee / account holder | $2,541 | $2,952-13.9% | $3,068-17.2% | $5,651-55.0% |