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 | $107,960 | $64,480+67.4% | $81,382+32.7% | $80,856+33.5% |
| Participation rate | 91.5% | 63.9%+27.6pp | 69.5%+22.0pp | 67.6%+23.9pp |
| Annual return | 13.54% | 16.34%-2.8pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,766 | $1,978-10.8% | $2,463-28.3% | $2,755-35.9% |
| Participant deferral / active EE | $6,446 | $3,094+108.4% | $3,883+66.0% | $4,296+50.1% |
| Admin fee / account holder | $6,259 | $5,671+10.4% | $5,768+8.5% | $6,918-9.5% |