Filed December 22, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $686,979 | $157,256+336.9% | $141,162+386.7% | $152,861+349.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.95% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $23,998 | $5,261+356.2% | $4,735+406.8% | $4,762+403.9% |
| Participant deferral / active EE | $18,120 | $7,109+154.9% | $6,709+170.1% | $5,850+209.7% |
| Admin fee / account holder | $66,842 | $12,120+451.5% | $10,261+551.4% | $11,596+476.4% |