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 | $92,184 | $44,873+105.4% | $79,464+16.0% | $56,287+63.8% |
| Participation rate | 99.2% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | -4.17% | 0.81%-5.0pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $4,993 | $2,140+133.3% | $2,800+78.3% | $2,111+136.5% |
| Participant deferral / active EE | $4,997 | $2,746+82.0% | $3,704+34.9% | $3,350+49.2% |
| Admin fee / account holder | $340 | $418-18.7% | $5,113-93.3% | $521-34.7% |