Filed January 24, 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 | $184,525 | $56,277+227.9% | $80,975+127.9% | $62,891+193.4% |
| Participation rate | 93.6% | 69.0%+24.7pp | 75.8%+17.8pp | 69.3%+24.3pp |
| Annual return | 8.18% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $11,212 | $1,943+477.1% | $3,714+201.9% | $2,281+391.5% |
| Participant deferral / active EE | $9,754 | $4,195+132.5% | $5,696+71.2% | $3,203+204.5% |
| Admin fee / account holder | $3,532 | $3,741-5.6% | $5,516-36.0% | $4,296-17.8% |