Filed December 30, 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 8-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 | $34,352 | $72,492-52.6% | $87,100-60.6% | $72,985-52.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 22.07% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,466 | $1,894-22.6% | $2,521-41.8% | $2,440-39.9% |
| Participant deferral / active EE | $3,045 | $3,270-6.9% | $4,049-24.8% | $3,607-15.6% |
| Admin fee / account holder | $1,467 | $5,055-71.0% | $7,497-80.4% | $5,124-71.4% |