Filed December 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,359 | $87,841-42.7% | $133,980-62.4% | $62,891-19.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 16.92% | 12.05%+4.9pp | 29.30%-12.4pp | 20.14%-3.2pp |
| Employer contribution / active EE | $2,430 | $3,483-30.2% | $5,211-53.4% | $2,281+6.5% |
| Participant deferral / active EE | $3,481 | $4,812-27.7% | $6,282-44.6% | $3,203+8.7% |
| Admin fee / account holder | $3,388 | $5,371-36.9% | $9,324-63.7% | $4,296-21.1% |