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 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 | $161,394 | $89,355+80.6% | $141,162+14.3% | $72,985+121.1% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $10,056 | $3,114+222.9% | $4,735+112.4% | $2,440+312.2% |
| Participant deferral / active EE | $11,420 | $5,418+110.8% | $6,709+70.2% | $3,607+216.6% |
| Admin fee / account holder | $31,418 | $5,958+427.3% | $10,261+206.2% | $5,124+513.1% |