Filed July 25, 2014 (most recent of 2 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 6-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 | $36,538 | $92,703-60.6% | $82,719-55.8% | $134,475-72.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 14.90% | 944.92%-930.0pp | 701.18%-686.3pp | 417.96%-403.1pp |
| Employer contribution / active EE | $4,975 | $3,274+52.0% | $3,009+65.4% | $4,740+5.0% |
| Participant deferral / active EE | $12,775 | $4,802+166.0% | $4,395+190.7% | $6,400+99.6% |
| Admin fee / account holder | $1,582 | $5,983-73.6% | $5,329-70.3% | $11,426-86.2% |