Filed February 17, 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 | $151,714 | $75,828+100.1% | $147,614+2.8% | $59,632+154.4% |
| Participation rate | 90.3% | 71.6%+18.8pp | 84.6%+5.7pp | 68.7%+21.7pp |
| Annual return | -0.36% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,418 | $3,485-30.6% | $5,564-56.6% | $2,203+9.8% |
| Participant deferral / active EE | $5,326 | $3,130+70.1% | $4,895+8.8% | $3,192+66.9% |
| Admin fee / account holder | $12,449 | $5,985+108.0% | $11,611+7.2% | $4,297+189.7% |