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 | $157,752 | $60,124+162.4% | $90,404+74.5% | $79,858+97.5% |
| Participation rate | 91.3% | 65.0%+26.3pp | 72.7%+18.6pp | 69.6%+21.7pp |
| Annual return | 12.07% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,461 | $2,068+115.7% | $3,262+36.8% | $2,471+80.5% |
| Participant deferral / active EE | $7,624 | $2,938+159.5% | $3,963+92.4% | $3,740+103.8% |
| Admin fee / account holder | $2,256 | $3,976-43.3% | $5,611-59.8% | $5,306-57.5% |