Filed March 23, 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 | $71,463 | $46,674+53.1% | $117,472-39.2% | $68,494+4.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.60% | -14.52%-2.1pp | 29.74%-46.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,681 | $1,505+78.2% | $4,176-35.8% | $2,596+3.3% |
| Participant deferral / active EE | $5,677 | $2,636+115.3% | $4,070+39.5% | $4,027+41.0% |
| Admin fee / account holder | $3,163 | $4,020-21.3% | $5,645-44.0% | $5,403-41.5% |