Filed November 8, 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 | $236,689 | $137,414+72.2% | $189,513+24.9% | $85,850+175.7% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 16.13% | 38.14%-22.0pp | 555.15%-539.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,934 | $4,344+36.6% | $6,162-3.7% | $2,565+131.4% |
| Participant deferral / active EE | $5,826 | $6,260-6.9% | $8,221-29.1% | $3,952+47.4% |
| Admin fee / account holder | $25,704 | $8,630+197.9% | $12,045+113.4% | $6,260+310.6% |