Filed July 7, 2014 (most recent of 2 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 | $115,888 | $48,076+141.1% | $78,689+47.3% | $62,891+84.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.26% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $12,664 | $2,015+528.6% | $2,851+344.3% | $2,281+455.2% |
| Participant deferral / active EE | $9,547 | $2,588+268.9% | $3,517+171.5% | $3,203+198.1% |
| Admin fee / account holder | $28,930 | $3,207+802.0% | $4,510+541.4% | $4,296+573.5% |