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 | $183,793 | $93,373+96.8% | $152,466+20.5% | $85,850+114.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 12.45% | 21.84%-9.4pp | 757.33%-744.9pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,200 | $2,996+40.2% | $4,327-2.9% | $2,565+63.7% |
| Participant deferral / active EE | $7,927 | $4,550+74.2% | $5,820+36.2% | $3,952+100.6% |
| Admin fee / account holder | $17,457 | $13,853+26.0% | $15,805+10.4% | $6,260+178.9% |