Filed January 2, 2014 (most recent of 2 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 | $119,366 | $48,313+147.1% | $73,307+62.8% | $52,331+128.1% |
| Participation rate | 98.0% | 68.6%+29.5pp | 74.9%+23.1pp | 68.1%+29.9pp |
| Annual return | 0.05% | 3.85%-3.8pp | 5.67%-5.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,270 | $1,661+36.6% | $3,237-29.9% | $1,882+20.6% |
| Participant deferral / active EE | $7,061 | $4,189+68.6% | $4,991+41.5% | $3,022+133.6% |
| Admin fee / account holder | $1,932 | $404+378.3% | $5,637-65.7% | $592+226.6% |