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 | $108,415 | $58,208+86.3% | $81,812+32.5% | $80,856+34.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.04% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,608 | $2,340+54.2% | $2,912+23.9% | $2,755+31.0% |
| Participant deferral / active EE | $7,962 | $3,281+142.7% | $4,319+84.4% | $4,296+85.3% |
| Admin fee / account holder | $1,140 | $4,981-77.1% | $7,386-84.6% | $6,918-83.5% |