Filed June 27, 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 | $191,308 | $64,348+197.3% | $90,160+112.2% | $70,131+172.8% |
| Participation rate | 95.6% | 70.4%+25.1pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 15.77% | 28.13%-12.4pp | 34.88%-19.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $8,231 | $2,046+302.4% | $3,318+148.1% | $2,342+251.4% |
| Participant deferral / active EE | $4,286 | $4,389-2.3% | $5,288-18.9% | $3,332+28.6% |
| Admin fee / account holder | $20,972 | $3,944+431.8% | $5,943+252.9% | $4,645+351.5% |