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 | $231,281 | $48,795+374.0% | $65,493+253.1% | $84,808+172.7% |
| Participation rate | 95.1% | 67.0%+28.1pp | 73.1%+22.0pp | 68.3%+26.8pp |
| Annual return | 22.25% | 20.20%+2.1pp | 982.45%-960.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $8,040 | $1,930+316.7% | $2,574+212.3% | $2,631+205.6% |
| Participant deferral / active EE | $9,398 | $2,928+220.9% | $3,961+137.3% | $4,212+123.2% |
| Admin fee / account holder | $14,523 | $3,877+274.6% | $5,028+188.8% | $7,344+97.8% |