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 | $182,018 | $98,463+84.9% | $119,258+52.6% | $85,850+112.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 14.36% | 38.53%-24.2pp | 30.69%-16.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,897 | $3,698-48.7% | $4,384-56.7% | $2,565-26.0% |
| Participant deferral / active EE | $5,876 | $4,942+18.9% | $6,111-3.8% | $3,952+48.7% |
| Admin fee / account holder | $45,135 | $7,493+502.3% | $7,226+524.6% | $6,260+621.0% |