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 | $132,388 | $81,208+63.0% | $98,907+33.9% | $79,858+65.8% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 13.73% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,387 | $1,960+225.9% | $2,689+137.5% | $2,471+158.5% |
| Participant deferral / active EE | $4,423 | $3,265+35.5% | $4,244+4.2% | $3,740+18.3% |
| Admin fee / account holder | $12,495 | $6,013+107.8% | $6,642+88.1% | $5,306+135.5% |