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 | $56,641 | $125,758-55.0% | $169,993-66.7% | $75,163-24.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.23% | 27.20%-11.0pp | 53.37%-37.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,394 | $4,615-48.1% | $6,785-64.7% | $2,670-10.3% |
| Participant deferral / active EE | $4,295 | $6,837-37.2% | $10,408-58.7% | $4,125+4.1% |
| Admin fee / account holder | $1,907 | $8,173-76.7% | $12,815-85.1% | $5,651-66.3% |