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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,608 | $105,181+175.3% | $159,436+81.6% | $85,850+237.3% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 29.26% | 45.07%-15.8pp | 263.57%-234.3pp | 318.53%-289.3pp |
| Employer contribution / active EE | $10,644 | $3,318+220.8% | $4,829+120.4% | $2,565+315.0% |
| Participant deferral / active EE | $13,640 | $5,945+129.4% | $7,352+85.5% | $3,952+245.2% |
| Admin fee / account holder | $11,326 | $6,933+63.4% | $10,799+4.9% | $6,260+80.9% |