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 | $159,290 | $89,698+77.6% | $103,476+53.9% | $80,856+97.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 16.32% | 22.78%-6.5pp | 23.90%-7.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,909 | $4,018-52.5% | $4,672-59.1% | $2,755-30.7% |
| Participant deferral / active EE | $6,636 | $5,456+21.6% | $6,623+0.2% | $4,296+54.5% |
| Admin fee / account holder | $7,466 | $6,768+10.3% | $9,413-20.7% | $6,918+7.9% |