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 | $76,518 | $60,124+27.3% | $90,404-15.4% | $79,858-4.2% |
| Participation rate | 95.2% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.6pp |
| Annual return | 16.14% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,683 | $2,068-18.6% | $3,262-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $6,068 | $2,938+106.5% | $3,963+53.1% | $3,740+62.2% |
| Admin fee / account holder | $7,842 | $3,976+97.2% | $5,611+39.8% | $5,306+47.8% |