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 | $90,989 | $59,101+54.0% | $77,163+17.9% | $75,163+21.1% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 13.99% | 26.71%-12.7pp | 37.87%-23.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,788 | $1,995+39.7% | $2,535+10.0% | $2,670+4.4% |
| Participant deferral / active EE | $6,587 | $2,999+119.6% | $3,833+71.8% | $4,125+59.7% |
| Admin fee / account holder | $15,680 | $4,774+228.4% | $5,472+186.5% | $5,651+177.5% |