Filed April 30, 2014 (most recent of 3 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 | $105,805 | $138,385-23.5% | $184,200-42.6% | $80,874+30.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.80%-15.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,214 | $4,849-33.7% | $6,424-50.0% | $2,756+16.6% |
| Participant deferral / active EE | $4,028 | $7,073-43.0% | $9,132-55.9% | $4,297-6.3% |
| Admin fee / account holder | $1,617 | $10,483-84.6% | $13,907-88.4% | $6,935-76.7% |