Filed April 15, 2014 (most recent of 3 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $123,399 | $68,097+81.2% | $62,929+96.1% | $137,256-10.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.78% | 1859.11%-1847.3pp | 1063.93%-1052.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,761 | $2,811+33.8% | $2,505+50.2% | $4,156-9.5% |
| Participant deferral / active EE | $3,624 | $4,553-20.4% | $3,888-6.8% | $6,407-43.4% |
| Admin fee / account holder | $6,832 | $6,521+4.8% | $5,065+34.9% | $12,270-44.3% |