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 | $142,753 | $86,891+64.3% | $142,449+0.2% | $75,163+89.9% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.8%+21.8pp | 67.2%+31.4pp |
| Annual return | 17.20% | 23.31%-6.1pp | 19.99%-2.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,224 | $3,355+25.9% | $4,847-12.9% | $2,670+58.2% |
| Participant deferral / active EE | $8,275 | $4,938+67.6% | $6,283+31.7% | $4,125+100.6% |
| Admin fee / account holder | $33,671 | $7,299+361.3% | $10,011+236.4% | $5,651+495.9% |