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 | $132,443 | $49,177+169.3% | $79,464+66.7% | $64,186+106.3% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | 11.07% | -1.16%+12.2pp | 718.14%-707.1pp | 7.63%+3.4pp |
| Employer contribution / active EE | $10,771 | $2,076+418.8% | $2,800+284.6% | $2,381+352.4% |
| Participant deferral / active EE | $3,573 | $2,821+26.6% | $3,704-3.5% | $3,470+3.0% |
| Admin fee / account holder | $1,431 | $3,839-62.7% | $5,113-72.0% | $4,888-70.7% |