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 | $160,934 | $58,208+176.5% | $81,812+96.7% | $80,856+99.0% |
| Participation rate | 80.4% | 63.4%+16.9pp | 72.3%+8.0pp | 67.6%+12.7pp |
| Annual return | 15.95% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,832 | $2,340-21.7% | $2,912-37.1% | $2,755-33.5% |
| Participant deferral / active EE | $5,309 | $3,281+61.8% | $4,319+22.9% | $4,296+23.6% |
| Admin fee / account holder | $26,743 | $4,981+436.9% | $7,386+262.1% | $6,918+286.6% |