Filed July 25, 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 | $138,998 | $82,882+67.7% | $127,761+8.8% | $72,985+90.4% |
| Participation rate | 98.9% | 71.5%+27.3pp | 79.0%+19.9pp | 69.5%+29.4pp |
| Annual return | 22.68% | 32.20%-9.5pp | 26.14%-3.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,153 | $3,346+24.1% | $4,574-9.2% | $2,440+70.2% |
| Participant deferral / active EE | $7,903 | $4,791+65.0% | $6,021+31.3% | $3,607+119.1% |
| Admin fee / account holder | $14,582 | $6,487+124.8% | $9,395+55.2% | $5,124+184.6% |