Filed June 1, 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 | $125,319 | $53,127+135.9% | $86,590+44.7% | $70,131+78.7% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 13.54% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $12,105 | $2,068+485.3% | $2,839+326.4% | $2,342+416.8% |
| Participant deferral / active EE | $3,541 | $2,696+31.4% | $3,609-1.9% | $3,332+6.3% |
| Admin fee / account holder | $1,020 | $3,585-71.5% | $4,906-79.2% | $4,645-78.0% |