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 | $115,578 | $49,177+135.0% | $79,464+45.4% | $64,186+80.1% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | -0.69% | -1.16%+0.5pp | 718.14%-718.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,418 | $2,076+16.4% | $2,800-13.7% | $2,381+1.5% |
| Participant deferral / active EE | $6,580 | $2,821+133.2% | $3,704+77.7% | $3,470+89.6% |
| Admin fee / account holder | $5,019 | $3,839+30.7% | $5,113-1.8% | $4,888+2.7% |