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 | $145,055 | $103,966+39.5% | $112,887+28.5% | $75,163+93.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 21.38% | 24.54%-3.2pp | 34.10%-12.7pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,927 | $3,870-50.2% | $4,563-57.8% | $2,670-27.8% |
| Participant deferral / active EE | $6,170 | $5,456+13.1% | $6,513-5.3% | $4,125+49.6% |
| Admin fee / account holder | $11,167 | $7,663+45.7% | $7,047+58.5% | $5,651+97.6% |