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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,937 | $65,409+37.5% | $98,442-8.6% | $85,850+4.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.45% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,086 | $3,166+92.2% | $4,276+42.3% | $3,952+54.0% |
| Admin fee / account holder | $5,945 | $4,593+29.5% | $5,949-0.1% | $6,260-5.0% |