Filed April 18, 2014 (most recent of 3 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 | $50,360 | $109,359-53.9% | $162,163-68.9% | $72,985-31.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.87% | 25.46%-5.6pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,957 | $3,907-49.9% | $5,614-65.1% | $2,440-19.8% |
| Participant deferral / active EE | $2,680 | $5,481-51.1% | $7,298-63.3% | $3,607-25.7% |
| Admin fee / account holder | $1,776 | $7,972-77.7% | $10,843-83.6% | $5,124-65.3% |