Filed March 3, 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 | $50,678 | $99,020-48.8% | $86,590-41.5% | $147,584-65.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.20% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,452 | $3,132+42.1% | $2,839+56.8% | $4,876-8.7% |
| Participant deferral / active EE | $6,227 | $3,972+56.8% | $3,609+72.6% | $5,439+14.5% |
| Admin fee / account holder | $4,768 | $5,710-16.5% | $4,906-2.8% | $10,885-56.2% |