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 | $126,179 | $148,978-15.3% | $200,582-37.1% | $84,808+48.8% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,214 | $4,815-33.3% | $6,419-49.9% | $2,631+22.2% |
| Participant deferral / active EE | $8,376 | $7,142+17.3% | $9,331-10.2% | $4,212+98.9% |
| Admin fee / account holder | $2,671 | $13,977-80.9% | $16,305-83.6% | $7,344-63.6% |