Filed July 23, 2014 (most recent of 3 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 9-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 | $190,900 | $58,208+228.0% | $81,812+133.3% | $80,856+136.1% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 15.00% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,118 | $3,281+421.7% | $4,319+296.4% | $4,296+298.5% |
| Admin fee / account holder | $3,878 | $4,981-22.1% | $7,386-47.5% | $6,918-43.9% |