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 | $385,527 | $102,317+276.8% | $146,958+162.3% | $80,856+376.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.29% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $13,938 | $3,713+275.4% | $4,933+182.5% | $2,755+405.9% |
| Participant deferral / active EE | $16,210 | $6,644+144.0% | $8,070+100.9% | $4,296+277.3% |
| Admin fee / account holder | $21,830 | $7,941+174.9% | $12,998+67.9% | $6,918+215.6% |