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 | $156,103 | $138,347+12.8% | $184,203-15.3% | $80,856+93.1% |
| Participation rate | 84.0% | 83.9%+0.2pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,875 | $4,850+0.5% | $6,427-24.2% | $2,755+76.9% |
| Participant deferral / active EE | $4,750 | $7,071-32.8% | $9,131-48.0% | $4,296+10.6% |
| Admin fee / account holder | $34,924 | $10,483+233.1% | $13,901+151.2% | $6,918+404.8% |