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 | $138,347-23.5% | $184,203-42.6% | $80,856+30.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,214 | $4,850-33.7% | $6,427-50.0% | $2,755+16.7% |
| Participant deferral / active EE | $4,028 | $7,071-43.0% | $9,131-55.9% | $4,296-6.2% |
| Admin fee / account holder | $1,617 | $10,483-84.6% | $13,901-88.4% | $6,918-76.6% |