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 | $69,303 | $54,045+28.2% | $115,157-39.8% | $65,185+6.3% |
| Participation rate | 87.8% | 63.5%+24.2pp | 75.9%+11.9pp | 70.2%+17.6pp |
| Annual return | 134.08% | 26.55%+107.5pp | 35.60%+98.5pp | 29.38%+104.7pp |
| Employer contribution / active EE | $1,710 | $1,653+3.5% | $3,179-46.2% | $2,177-21.4% |
| Participant deferral / active EE | $3,689 | $2,504+47.3% | $4,168-11.5% | $3,514+5.0% |
| Admin fee / account holder | $3,536 | $626+465.3% | $7,088-50.1% | $847+317.4% |