Filed April 8, 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 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 | $51,714 | $84,695-38.9% | $73,843-30.0% | $125,391-58.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.90% | 3123.53%-3122.6pp | 2267.84%-2266.9pp | 282.22%-281.3pp |
| Employer contribution / active EE | $7,743 | $3,123+147.9% | $2,787+177.8% | $4,866+59.1% |
| Participant deferral / active EE | $6,604 | $3,992+65.4% | $3,583+84.3% | $5,352+23.4% |
| Admin fee / account holder | $10,724 | $5,691+88.4% | $4,880+119.8% | $9,540+12.4% |