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 | $91,462 | $125,758-27.3% | $169,993-46.2% | $75,163+21.7% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.0%+3.8pp | 67.2%+23.6pp |
| Annual return | 15.77% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,656 | $4,615-42.5% | $6,785-60.9% | $2,670-0.5% |
| Participant deferral / active EE | $6,414 | $6,837-6.2% | $10,408-38.4% | $4,125+55.5% |
| Admin fee / account holder | $2,523 | $8,173-69.1% | $12,815-80.3% | $5,651-55.4% |