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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,936 | $77,503+112.8% | $100,391+64.3% | $80,856+104.0% |
| Participation rate | 95.3% | 76.9%+18.3pp | 81.5%+13.8pp | 67.6%+27.7pp |
| Annual return | 11.94% | 37.20%-25.3pp | 49.20%-37.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,678 | $2,801+102.7% | $3,942+44.0% | $2,755+106.1% |
| Participant deferral / active EE | $10,399 | $6,820+52.5% | $8,082+28.7% | $4,296+142.1% |
| Admin fee / account holder | $51,058 | $5,897+765.8% | $7,899+546.4% | $6,918+638.0% |