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 | $81,235 | $73,867+10.0% | $143,757-43.5% | $68,494+18.6% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -18.17% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,563 | $3,184-19.5% | $4,951-48.2% | $2,596-1.3% |
| Participant deferral / active EE | $6,770 | $3,384+100.0% | $5,637+20.1% | $4,027+68.1% |
| Admin fee / account holder | $19,107 | $5,755+232.0% | $14,673+30.2% | $5,403+253.7% |