Filed July 25, 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 | $130,648 | $49,177+165.7% | $79,464+64.4% | $64,186+103.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -4.24% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $6,487 | $2,076+212.4% | $2,800+131.6% | $2,381+172.5% |
| Participant deferral / active EE | $4,887 | $2,821+73.2% | $3,704+31.9% | $3,470+40.8% |
| Admin fee / account holder | $15,830 | $3,839+312.4% | $5,113+209.6% | $4,888+223.9% |