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 | $113,785 | $76,367+49.0% | $93,606+21.6% | $72,985+55.9% |
| Participation rate | 86.5% | 71.7%+14.7pp | 75.8%+10.7pp | 69.5%+17.0pp |
| Annual return | 23.94% | 25.82%-1.9pp | 32.76%-8.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,964 | $2,275+74.2% | $2,718+45.9% | $2,440+62.5% |
| Participant deferral / active EE | $4,262 | $3,538+20.5% | $4,069+4.8% | $3,607+18.1% |
| Admin fee / account holder | $8,572 | $6,838+25.4% | $7,888+8.7% | $5,124+67.3% |