Filed March 27, 2014 (most recent of 5 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 3-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 | $72,280 | $64,307+12.4% | $57,343+26.0% | $125,391-42.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 54.58% | 25.12%+29.5pp | 24.39%+30.2pp | 282.22%-227.6pp |
| Employer contribution / active EE | $1,099 | $3,193-65.6% | $2,689-59.1% | $4,866-77.4% |
| Participant deferral / active EE | $2,051 | $3,848-46.7% | $3,162-35.1% | $5,352-61.7% |
| Admin fee / account holder | $2,158 | $5,242-58.8% | $3,356-35.7% | $9,540-77.4% |