Filed December 19, 2014 (most recent of 3 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 | $409,783 | $183,963+122.8% | $162,163+152.7% | $152,861+168.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.77% | 150.76%-127.0pp | 115.59%-91.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $20,667 | $6,371+224.4% | $5,614+268.2% | $4,762+334.0% |
| Participant deferral / active EE | $17,478 | $8,034+117.6% | $7,298+139.5% | $5,850+198.8% |
| Admin fee / account holder | $11,441 | $13,121-12.8% | $10,843+5.5% | $11,596-1.3% |