Filed April 22, 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 | $148,180 | $81,947+80.8% | $105,387+40.6% | $72,985+103.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.08% | 42.90%-18.8pp | 26.82%-2.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,556 | $3,468-55.1% | $4,213-63.1% | $2,440-36.2% |
| Participant deferral / active EE | $3,763 | $4,494-16.3% | $5,502-31.6% | $3,607+4.3% |
| Admin fee / account holder | $6,064 | $6,258-3.1% | $6,559-7.5% | $5,124+18.3% |