Filed March 25, 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 | $51,523 | $49,177+4.8% | $79,464-35.2% | $64,186-19.7% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.6%+23.1pp |
| Annual return | -6.15% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,092 | $2,076+0.8% | $2,800-25.3% | $2,381-12.1% |
| Participant deferral / active EE | $4,429 | $2,821+57.0% | $3,704+19.6% | $3,470+27.7% |
| Admin fee / account holder | $6,502 | $3,839+69.4% | $5,113+27.2% | $4,888+33.0% |