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 | $124,523 | $69,515+79.1% | $86,874+43.3% | $85,850+45.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 12.38% | 20.12%-7.7pp | 63.52%-51.1pp | 318.53%-306.2pp |
| Employer contribution / active EE | $6,902 | $1,880+267.1% | $2,495+176.6% | $2,565+169.1% |
| Participant deferral / active EE | $7,746 | $2,919+165.4% | $3,699+109.4% | $3,952+96.0% |
| Admin fee / account holder | $8,674 | $5,972+45.2% | $5,828+48.8% | $6,260+38.6% |