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 | $85,047 | $137,414-38.1% | $189,513-55.1% | $85,850-0.9% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 13.87% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,668 | $4,344-38.6% | $6,162-56.7% | $2,565+4.0% |
| Participant deferral / active EE | $6,568 | $6,260+4.9% | $8,221-20.1% | $3,952+66.2% |
| Admin fee / account holder | $1,284 | $8,630-85.1% | $12,045-89.3% | $6,260-79.5% |