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 | $99,888 | $61,660+62.0% | $80,019+24.8% | $64,186+55.6% |
| Participation rate | 91.4% | 71.7%+19.7pp | 75.8%+15.6pp | 69.6%+21.9pp |
| Annual return | -5.82% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,001 | $1,810+121.0% | $2,468+62.1% | $2,381+68.1% |
| Participant deferral / active EE | $4,297 | $2,968+44.8% | $3,686+16.6% | $3,470+23.9% |
| Admin fee / account holder | $3,011 | $5,417-44.4% | $6,521-53.8% | $4,888-38.4% |