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 | $103,365 | $48,076+115.0% | $78,689+31.4% | $62,891+64.4% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.1pp | 69.3%+19.3pp |
| Annual return | 6.46% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,972 | $2,015-2.1% | $2,851-30.8% | $2,281-13.5% |
| Participant deferral / active EE | $6,015 | $2,588+132.5% | $3,517+71.0% | $3,203+87.8% |
| Admin fee / account holder | $6,582 | $3,207+105.2% | $4,510+45.9% | $4,296+53.2% |