Filed August 28, 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 | $220,686 | $95,803+130.4% | $113,168+95.0% | $84,808+160.2% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 19.40% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,634 | $2,360-30.8% | $2,975-45.1% | $2,631-37.9% |
| Participant deferral / active EE | $8,037 | $4,242+89.5% | $5,107+57.4% | $4,212+90.8% |
| Admin fee / account holder | $5,639 | $8,989-37.3% | $12,068-53.3% | $7,344-23.2% |