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 | $438,772 | $159,901+174.4% | $146,958+198.6% | $145,922+200.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $27,912 | $5,286+428.0% | $4,933+465.8% | $4,660+499.0% |
| Participant deferral / active EE | $17,987 | $8,428+113.4% | $8,070+122.9% | $6,688+169.0% |
| Admin fee / account holder | $973 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |