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 | $162,738 | $92,703+75.5% | $82,719+96.7% | $134,475+21.0% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -12.74% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $7,985 | $3,274+143.9% | $3,009+165.4% | $4,740+68.5% |
| Participant deferral / active EE | $8,438 | $4,802+75.7% | $4,395+92.0% | $6,400+31.8% |
| Admin fee / account holder | $42,663 | $5,983+613.1% | $5,329+700.6% | $11,426+273.4% |