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 | $80,900 | $110,094-26.5% | $151,611-46.6% | $68,494+18.1% |
| Participation rate | 88.5% | 84.0%+4.6pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -15.91% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,909 | $4,471-34.9% | $6,166-52.8% | $2,596+12.1% |
| Participant deferral / active EE | $6,826 | $6,527+4.6% | $8,363-18.4% | $4,027+69.5% |
| Admin fee / account holder | $990 | $7,719-87.2% | $11,616-91.5% | $5,403-81.7% |