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 | $53,213 | $80,968-34.3% | $96,544-44.9% | $75,163-29.2% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.0pp | 67.2%+19.8pp |
| Annual return | 15.80% | 27.06%-11.3pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,699 | $2,282-25.5% | $2,965-42.7% | $2,670-36.4% |
| Participant deferral / active EE | $4,614 | $3,928+17.5% | $4,851-4.9% | $4,125+11.9% |
| Admin fee / account holder | $1,581 | $6,724-76.5% | $8,252-80.8% | $5,651-72.0% |