Filed June 5, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,701 | $225,748-44.3% | $136,294-7.8% | - |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | - |
| Annual return | 19.30% | 13.52%+5.8pp | 5155.94%-5136.6pp | - |
| Employer contribution / active EE | $2,605 | $3,134-16.9% | $4,695-44.5% | - |
| Participant deferral / active EE | $5,942 | $4,803+23.7% | $6,247-4.9% | - |
| Admin fee / account holder | $3,164 | $10,864-70.9% | $9,243-65.8% | - |