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 | $90,745 | $49,173+84.5% | $121,098-25.1% | $75,163+20.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.72% | 55.99%-42.3pp | 985.75%-972.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,486 | $1,546+190.2% | $4,164+7.7% | $2,670+68.0% |
| Participant deferral / active EE | $6,699 | $2,628+155.0% | $4,080+64.2% | $4,125+62.4% |
| Admin fee / account holder | $3,042 | $3,942-22.8% | $5,644-46.1% | $5,651-46.2% |