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 | $108,544 | $138,347-21.5% | $184,203-41.1% | $80,856+34.2% |
| Participation rate | 92.1% | 83.9%+8.2pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 11.19% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,975 | $4,850-38.7% | $6,427-53.7% | $2,755+8.0% |
| Participant deferral / active EE | $7,499 | $7,071+6.1% | $9,131-17.9% | $4,296+74.6% |
| Admin fee / account holder | $16,996 | $10,483+62.1% | $13,901+22.3% | $6,918+145.7% |