Filed November 14, 2013 (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 | $16,788 | $45,152-62.8% | $73,843-77.3% | $59,632-71.8% |
| Participation rate | 85.4% | 64.0%+21.4pp | 73.4%+12.0pp | 68.7%+16.7pp |
| Annual return | -0.23% | 27.40%-27.6pp | 2267.84%-2268.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,114 | $1,902-41.4% | $2,787-60.0% | $2,203-49.4% |
| Participant deferral / active EE | $2,805 | $2,574+9.0% | $3,583-21.7% | $3,192-12.1% |
| Admin fee / account holder | $1,183 | $3,516-66.4% | $4,880-75.8% | $4,297-72.5% |