Filed December 13, 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 | $164,309 | $63,355+159.3% | $91,989+78.6% | $72,985+125.1% |
| Participation rate | 96.4% | 72.5%+23.9pp | 78.6%+17.8pp | 69.5%+26.9pp |
| Annual return | 22.74% | 35.35%-12.6pp | 69.02%-46.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,712 | $2,116+122.7% | $3,452+36.5% | $2,440+93.1% |
| Participant deferral / active EE | $8,112 | $4,883+66.1% | $5,923+37.0% | $3,607+124.9% |
| Admin fee / account holder | $18,563 | $4,668+297.7% | $7,743+139.7% | $5,124+262.2% |