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 | $95,297 | $57,281+66.4% | $86,612+10.0% | $75,163+26.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.34% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,780 | $2,314+63.3% | $3,022+25.1% | $2,670+41.6% |
| Participant deferral / active EE | $7,860 | $3,318+136.9% | $4,438+77.1% | $4,125+90.5% |
| Admin fee / account holder | $7,039 | $4,112+71.2% | $5,614+25.4% | $5,651+24.6% |