Filed April 2, 2014 (most recent of 4 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 | $93,397 | $39,122+138.7% | $57,179+63.3% | $62,891+48.5% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.5pp | 69.3%+19.6pp |
| Annual return | 5.08% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,784 | $1,874+101.9% | $2,682+41.1% | $2,281+65.9% |
| Participant deferral / active EE | $4,670 | $2,374+96.7% | $3,096+50.8% | $3,203+45.8% |
| Admin fee / account holder | $2,859 | $2,592+10.3% | $3,139-8.9% | $4,296-33.4% |