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 | $119,614 | $85,202+40.4% | $172,739-30.8% | $72,985+63.9% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 25.13% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,610 | $3,324-21.5% | $5,143-49.2% | $2,440+7.0% |
| Participant deferral / active EE | $6,876 | $3,260+110.9% | $5,198+32.3% | $3,607+90.6% |
| Admin fee / account holder | $5,658 | $5,884-3.8% | $13,954-59.5% | $5,124+10.4% |