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 | $236,222 | $64,348+267.1% | $90,160+162.0% | $70,131+236.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.85% | 28.13%-6.3pp | 34.88%-13.0pp | 73.14%-51.3pp |
| Employer contribution / active EE | $10,644 | $2,046+420.3% | $3,318+220.8% | $2,342+354.4% |
| Participant deferral / active EE | $9,747 | $4,389+122.1% | $5,288+84.3% | $3,332+192.6% |
| Admin fee / account holder | $2,424 | $3,944-38.5% | $5,943-59.2% | $4,645-47.8% |