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 | $186,807 | $93,170+100.5% | $100,534+85.8% | $84,808+120.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 14.68% | 47.13%-32.5pp | 32.66%-18.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,135 | $3,985-46.4% | $4,346-50.9% | $2,631-18.9% |
| Participant deferral / active EE | $7,613 | $5,699+33.6% | $6,144+23.9% | $4,212+80.8% |
| Admin fee / account holder | $16,388 | $7,382+122.0% | $7,654+114.1% | $7,344+123.1% |