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 | $204,627 | $109,881+86.2% | $150,045+36.4% | $84,808+141.3% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.1pp | 68.3%+28.2pp |
| Annual return | 17.86% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,103 | $3,561+71.4% | $4,693+30.0% | $2,631+132.0% |
| Participant deferral / active EE | $11,007 | $6,636+65.9% | $7,997+37.6% | $4,212+161.3% |
| Admin fee / account holder | $2,879 | $8,568-66.4% | $13,435-78.6% | $7,344-60.8% |