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 | $110,017 | $100,852+9.1% | $90,404+21.7% | $158,922-30.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.97% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $10,751 | $3,689+191.5% | $3,262+229.6% | $4,761+125.8% |
| Participant deferral / active EE | $13,314 | $4,348+206.2% | $3,963+235.9% | $5,982+122.6% |
| Admin fee / account holder | $3,798 | $6,501-41.6% | $5,611-32.3% | $11,246-66.2% |