Filed January 27, 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 | $105,414 | $48,076+119.3% | $78,689+34.0% | $62,891+67.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.53% | 31.35%-20.8pp | 62.18%-51.6pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,758 | $2,015+86.5% | $2,851+31.8% | $2,281+64.7% |
| Participant deferral / active EE | $7,709 | $2,588+197.9% | $3,517+119.2% | $3,203+140.7% |
| Admin fee / account holder | $2,871 | $3,207-10.5% | $4,510-36.3% | $4,296-33.2% |