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 | $128,343 | $79,633+61.2% | $93,789+36.8% | $68,494+87.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -18.80% | -0.10%-18.7pp | -11.33%-7.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,682 | $3,665-54.1% | $4,323-61.1% | $2,596-35.2% |
| Participant deferral / active EE | $5,812 | $5,158+12.7% | $6,094-4.6% | $4,027+44.3% |
| Admin fee / account holder | $26,465 | $6,871+285.1% | $7,195+267.8% | $5,403+389.8% |