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 | $203,706 | $96,635+110.8% | $86,612+135.2% | $139,434+46.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.05% | 106.41%-90.4pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $9,926 | $3,263+204.2% | $3,022+228.4% | $4,751+108.9% |
| Participant deferral / active EE | $10,832 | $4,836+124.0% | $4,438+144.1% | $6,710+61.4% |
| Admin fee / account holder | $19,991 | $6,408+212.0% | $5,614+256.1% | $11,403+75.3% |