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 | $253,771 | $82,664+207.0% | $125,339+102.5% | $68,494+270.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $12,343 | $3,381+265.1% | $4,814+156.4% | $2,596+375.4% |
| Participant deferral / active EE | $14,712 | $6,110+140.8% | $7,446+97.6% | $4,027+265.3% |
| Admin fee / account holder | $6,833 | $6,275+8.9% | $10,010-31.7% | $5,403+26.5% |