Filed July 2, 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 | $74,244 | $96,305-22.9% | $80,569-7.9% | $139,434-46.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.45% | 1350.08%-1331.6pp | 935.43%-917.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,130 | $3,262-65.4% | $2,723-58.5% | $4,751-76.2% |
| Participant deferral / active EE | $2,217 | $5,232-57.6% | $4,447-50.2% | $6,710-67.0% |
| Admin fee / account holder | $4,768 | $6,599-27.7% | $5,377-11.3% | $11,403-58.2% |