Filed November 10, 2014 (most recent of 7 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 | $92,283 | $54,380+69.7% | $68,509+34.7% | $59,632+54.8% |
| Participation rate | 90.3% | 70.2%+20.1pp | 74.7%+15.6pp | 68.7%+21.7pp |
| Annual return | -0.51% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,504 | $1,539+192.7% | $2,278+97.7% | $2,203+104.5% |
| Participant deferral / active EE | $4,612 | $2,643+74.5% | $3,382+36.4% | $3,192+44.5% |
| Admin fee / account holder | $6,735 | $3,885+73.3% | $5,275+27.7% | $4,297+56.7% |