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 | $204,975 | $77,145+165.7% | $108,410+89.1% | $85,850+138.8% |
| Participation rate | 93.0% | 74.7%+18.3pp | 80.1%+12.8pp | 69.3%+23.6pp |
| Annual return | 13.65% | 44.54%-30.9pp | 905.27%-891.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $4,674 | $2,379+96.4% | $3,558+31.4% | $2,565+82.2% |
| Participant deferral / active EE | $8,039 | $5,566+44.4% | $6,563+22.5% | $3,952+103.4% |
| Admin fee / account holder | $1,170 | $5,172-77.4% | $7,295-84.0% | $6,260-81.3% |