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 | $78,062 | $153,772-49.2% | $133,980-41.7% | $273,961-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.16% | 36.51%-30.4pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,934 | $6,029-51.3% | $5,211-43.7% | $4,869-39.7% |
| Participant deferral / active EE | $3,165 | $6,958-54.5% | $6,282-49.6% | $5,287-40.1% |
| Admin fee / account holder | $616 | $11,765-94.8% | $9,324-93.4% | $10,132-93.9% |