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 | $241,366 | $70,475+242.5% | $100,516+140.1% | $79,858+202.2% |
| Participation rate | 95.0% | 73.7%+21.3pp | 79.4%+15.6pp | 69.6%+25.4pp |
| Annual return | 16.20% | 21.90%-5.7pp | 30.89%-14.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $10,000 | $2,165+362.0% | $3,418+192.6% | $2,471+304.7% |
| Participant deferral / active EE | $5,430 | $5,181+4.8% | $6,270-13.4% | $3,740+45.2% |
| Admin fee / account holder | $4,098 | $4,478-8.5% | $8,081-49.3% | $5,306-22.8% |