Filed June 11, 2013 (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 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 | $112,376 | $65,703+71.0% | $94,224+19.3% | $59,632+88.4% |
| Participation rate | 94.3% | 72.1%+22.2pp | 78.8%+15.6pp | 68.7%+25.7pp |
| Annual return | 1.44% | 5.22%-3.8pp | 10.68%-9.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $657 | $2,021-67.5% | $3,587-81.7% | $2,203-70.2% |
| Participant deferral / active EE | $5,243 | $3,143+66.8% | $4,320+21.4% | $3,192+64.3% |
| Admin fee / account holder | $2,889 | $4,264-32.2% | $6,269-53.9% | $4,297-32.8% |