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 | $91,118 | $45,035+102.3% | $62,995+44.6% | $70,131+29.9% |
| Participation rate | 87.9% | 69.5%+18.4pp | 74.8%+13.1pp | 69.5%+18.3pp |
| Annual return | 18.96% | 18.76%+0.2pp | 87.57%-68.6pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,196 | $2,051+55.8% | $2,759+15.8% | $2,342+36.4% |
| Participant deferral / active EE | $4,118 | $2,465+67.1% | $3,329+23.7% | $3,332+23.6% |
| Admin fee / account holder | $7,844 | $2,834+176.7% | $3,600+117.9% | $4,645+68.9% |