Filed December 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,227 | $87,841+25.5% | $133,980-17.7% | $62,891+75.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 15.54% | 12.05%+3.5pp | 29.30%-13.8pp | 20.14%-4.6pp |
| Employer contribution / active EE | $3,244 | $3,483-6.8% | $5,211-37.7% | $2,281+42.2% |
| Participant deferral / active EE | $5,507 | $4,812+14.4% | $6,282-12.3% | $3,203+71.9% |
| Admin fee / account holder | $1,339 | $5,371-75.1% | $9,324-85.6% | $4,296-68.8% |