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 | $164,980 | $92,985+77.4% | $153,485+7.5% | $80,856+104.0% |
| Participation rate | 97.4% | 69.0%+28.4pp | 77.1%+20.3pp | 67.6%+29.7pp |
| Annual return | 18.28% | 19.95%-1.7pp | 15.65%+2.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,394 | $3,507+25.3% | $5,039-12.8% | $2,755+59.5% |
| Participant deferral / active EE | $9,082 | $5,178+75.4% | $6,757+34.4% | $4,296+111.4% |
| Admin fee / account holder | $7,645 | $8,880-13.9% | $12,724-39.9% | $6,918+10.5% |