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 | $169,800 | $100,852+68.4% | $90,404+87.8% | $158,922+6.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $7,861 | $3,689+113.1% | $3,262+141.0% | $4,761+65.1% |
| Participant deferral / active EE | $7,396 | $4,348+70.1% | $3,963+86.6% | $5,982+23.6% |
| Admin fee / account holder | $2,435 | $6,501-62.5% | $5,611-56.6% | $11,246-78.4% |