Filed July 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 | $72,028 | $123,793-41.8% | $177,821-59.5% | $79,858-9.8% |
| Participation rate | 94.2% | 84.7%+9.5pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 14.27% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,605 | $4,095-36.4% | $5,918-56.0% | $2,471+5.4% |
| Participant deferral / active EE | $6,356 | $5,956+6.7% | $7,714-17.6% | $3,740+70.0% |
| Admin fee / account holder | $3,476 | $7,243-52.0% | $12,427-72.0% | $5,306-34.5% |