Filed March 21, 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 | $83,823 | $60,323+39.0% | $81,812+2.5% | $74,495+12.5% |
| Participation rate | 91.7% | 62.9%+28.8pp | 72.3%+19.3pp | 67.2%+24.5pp |
| Annual return | 14.35% | 16.90%-2.6pp | 773.79%-759.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,940 | $2,620+12.2% | $2,912+1.0% | $2,623+12.1% |
| Participant deferral / active EE | $7,622 | $3,387+125.0% | $4,319+76.5% | $4,346+75.4% |
| Admin fee / account holder | $7,902 | $1,486+431.9% | $7,386+7.0% | $1,942+307.0% |