Filed June 1, 2014 (most recent of 2 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 | $78,378 | $201,259-61.1% | $184,200-57.4% | $145,959-46.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.04% | 28.98%-4.9pp | 28.80%-4.8pp | 561.95%-537.9pp |
| Employer contribution / active EE | $2,127 | $7,018-69.7% | $6,424-66.9% | $4,661-54.4% |
| Participant deferral / active EE | $5,271 | $9,806-46.3% | $9,132-42.3% | $6,689-21.2% |
| Admin fee / account holder | $10,832 | $16,372-33.8% | $13,907-22.1% | $13,398-19.2% |