Filed January 17, 2014 (most recent of 4 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 | $235,368 | $57,281+310.9% | $86,612+171.7% | $75,163+213.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.04% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $15,679 | $2,314+577.4% | $3,022+418.7% | $2,670+487.3% |
| Participant deferral / active EE | $13,102 | $3,318+294.9% | $4,438+195.2% | $4,125+217.6% |
| Admin fee / account holder | $19,152 | $4,112+365.8% | $5,614+241.1% | $5,651+238.9% |