Filed December 31, 2013 (most recent of 5 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,087 | $98,750+145.2% | $149,696+61.7% | $79,858+203.1% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | -5.72% | 27.43%-33.2pp | 276.60%-282.3pp | 31.71%-37.4pp |
| Employer contribution / active EE | $5,935 | $3,216+84.5% | $4,644+27.8% | $2,471+140.2% |
| Participant deferral / active EE | $10,656 | $5,680+87.6% | $6,842+55.7% | $3,740+184.9% |
| Admin fee / account holder | $13,708 | $6,053+126.5% | $9,309+47.3% | $5,306+158.3% |