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 | $150,516 | $76,912+95.7% | $129,110+16.6% | $68,494+119.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.81% | -9.78%-6.0pp | -10.94%-4.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,227 | $3,243+30.4% | $5,052-16.3% | $2,596+62.8% |
| Participant deferral / active EE | $8,138 | $4,732+72.0% | $6,542+24.4% | $4,027+102.1% |
| Admin fee / account holder | $15,322 | $6,638+130.8% | $14,302+7.1% | $5,403+183.6% |