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 | $190,952 | $48,230+295.9% | $67,502+182.9% | $80,856+136.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.69% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,774 | $2,020+284.9% | $2,731+184.7% | $2,755+182.2% |
| Participant deferral / active EE | $8,906 | $2,924+204.6% | $4,000+122.7% | $4,296+107.3% |
| Admin fee / account holder | $2,839 | $3,681-22.9% | $3,998-29.0% | $6,918-59.0% |