Filed January 31, 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 | $51,100 | $48,050+6.3% | $85,969-40.6% | $59,632-14.3% |
| Participation rate | 82.9% | 64.5%+18.4pp | 76.5%+6.3pp | 68.7%+14.2pp |
| Annual return | 0.99% | 0.29%+0.7pp | 9.32%-8.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,554 | $1,640-5.2% | $3,474-55.3% | $2,203-29.4% |
| Participant deferral / active EE | $4,055 | $2,249+80.3% | $3,829+5.9% | $3,192+27.0% |
| Admin fee / account holder | $1,015 | $3,206-68.4% | $6,053-83.2% | $4,297-76.4% |