Filed May 15, 2013
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,633 | $41,854+71.1% | $73,843-3.0% | $52,331+36.9% |
| Participation rate | 99.2% | 66.2%+32.9pp | 73.4%+25.7pp | 68.1%+31.0pp |
| Annual return | 0.60% | 2.11%-1.5pp | 2267.84%-2267.2pp | 4.54%-3.9pp |
| Employer contribution / active EE | $4,770 | $1,920+148.4% | $2,787+71.1% | $1,882+153.5% |
| Participant deferral / active EE | $3,535 | $2,498+41.5% | $3,583-1.4% | $3,022+17.0% |
| Admin fee / account holder | $391 | $493-20.7% | $4,880-92.0% | $592-33.9% |