Filed June 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 | $136,578 | $58,927+131.8% | $76,817+77.8% | $72,985+87.1% |
| Participation rate | 98.7% | 67.3%+31.4pp | 72.1%+26.6pp | 69.5%+29.2pp |
| Annual return | 20.09% | 2305.64%-2285.6pp | 1166.11%-1146.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $4,554 | $1,787+154.9% | $2,302+97.8% | $2,440+86.7% |
| Participant deferral / active EE | $6,974 | $2,690+159.2% | $3,336+109.1% | $3,607+93.3% |
| Admin fee / account holder | $12,604 | $4,013+214.1% | $6,420+96.3% | $5,124+146.0% |