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 | $110,032 | $58,828+87.0% | $77,999+41.1% | $62,891+75.0% |
| Participation rate | 77.4% | 71.1%+6.4pp | 75.5%+1.9pp | 69.3%+8.1pp |
| Annual return | 8.73% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,142 | $1,672+147.8% | $2,470+67.7% | $2,281+81.6% |
| Participant deferral / active EE | $4,356 | $2,686+62.2% | $3,497+24.6% | $3,203+36.0% |
| Admin fee / account holder | $1,737 | $4,393-60.5% | $5,480-68.3% | $4,296-59.6% |