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 | $181,930 | $54,350+234.7% | $82,719+119.9% | $68,494+165.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.82% | -13.67%+2.8pp | 701.18%-712.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,896 | $2,218-14.5% | $3,009-37.0% | $2,596-27.0% |
| Participant deferral / active EE | $7,037 | $3,246+116.8% | $4,395+60.1% | $4,027+74.7% |
| Admin fee / account holder | $3,094 | $4,395-29.6% | $5,329-41.9% | $5,403-42.7% |