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 | $129,628 | $95,416+35.9% | $185,823-30.2% | $85,850+51.0% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 14.66% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,213 | $3,314-33.2% | $5,167-57.2% | $2,565-13.7% |
| Participant deferral / active EE | $6,498 | $3,423+89.8% | $5,568+16.7% | $3,952+64.4% |
| Admin fee / account holder | $5,925 | $7,213-17.8% | $16,237-63.5% | $6,260-5.3% |