Filed September 24, 2014 (most recent of 4 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 | $51,891 | $185,822-72.1% | $169,993-69.5% | $139,434-62.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 16.93% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $6,302 | $7,590-17.0% | $6,785-7.1% | $4,751+32.7% |
| Participant deferral / active EE | $6,303 | $11,622-45.8% | $10,408-39.4% | $6,710-6.1% |
| Admin fee / account holder | $2,094 | $15,381-86.4% | $12,815-83.7% | $11,403-81.6% |