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 | $216,900 | $59,107+267.0% | $86,436+150.9% | $68,494+216.7% |
| Participation rate | 92.1% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.2pp |
| Annual return | 33.52% | -0.23%+33.8pp | 4394.89%-4361.4pp | -7.84%+41.4pp |
| Employer contribution / active EE | $3,245 | $2,519+28.8% | $3,769-13.9% | $2,596+25.0% |
| Participant deferral / active EE | $5,626 | $5,901-4.7% | $6,952-19.1% | $4,027+39.7% |
| Admin fee / account holder | $21,764 | $5,637+286.1% | $6,731+223.3% | $5,403+302.8% |