Filed January 20, 2014 (most recent of 4 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 | $102,462 | $45,152+126.9% | $73,843+38.8% | $59,632+71.8% |
| Participation rate | 90.5% | 64.0%+26.5pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | -0.15% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,393 | $1,902-26.7% | $2,787-50.0% | $2,203-36.7% |
| Participant deferral / active EE | $5,550 | $2,574+115.6% | $3,583+54.9% | $3,192+73.9% |
| Admin fee / account holder | $5,566 | $3,516+58.3% | $4,880+14.1% | $4,297+29.5% |