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 | $173,895 | $100,326+73.3% | $180,183-3.5% | $84,808+105.0% |
| Participation rate | 95.1% | 71.0%+24.1pp | 77.4%+17.7pp | 68.3%+26.8pp |
| Annual return | 16.84% | 17.86%-1.0pp | 27.86%-11.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,474 | $3,269+36.8% | $5,039-11.2% | $2,631+70.0% |
| Participant deferral / active EE | $9,528 | $5,066+88.1% | $6,822+39.7% | $4,212+126.2% |
| Admin fee / account holder | $20,759 | $9,674+114.6% | $19,975+3.9% | $7,344+182.7% |