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 | $137,960 | $78,705+75.3% | $117,854+17.1% | $70,131+96.7% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.7pp | 69.5%+26.8pp |
| Annual return | 17.32% | 23.30%-6.0pp | 335.08%-317.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $689 | $2,223-69.0% | $3,786-81.8% | $2,342-70.6% |
| Participant deferral / active EE | $5,349 | $3,297+62.2% | $4,482+19.3% | $3,332+60.5% |
| Admin fee / account holder | $1,071 | $5,065-78.8% | $8,020-86.6% | $4,645-76.9% |