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 | $80,133 | $54,350+47.4% | $82,719-3.1% | $68,494+17.0% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -16.73% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,362 | $2,218+51.6% | $3,009+11.7% | $2,596+29.5% |
| Participant deferral / active EE | $6,869 | $3,246+111.6% | $4,395+56.3% | $4,027+70.6% |
| Admin fee / account holder | $8,742 | $4,395+98.9% | $5,329+64.1% | $5,403+61.8% |