Filed July 18, 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 5-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 | $35,011 | $56,199-37.7% | $67,652-48.2% | $59,632-41.3% |
| Participation rate | 87.3% | 71.5%+15.8pp | 75.7%+11.6pp | 68.7%+18.6pp |
| Annual return | 4.75% | 18505.31%-18500.6pp | 6625.04%-6620.3pp | 2041.28%-2036.5pp |
| Employer contribution / active EE | $885 | $1,614-45.2% | $2,266-60.9% | $2,203-59.8% |
| Participant deferral / active EE | $1,819 | $2,844-36.0% | $3,560-48.9% | $3,192-43.0% |
| Admin fee / account holder | $9,563 | $3,958+141.6% | $4,821+98.4% | $4,297+122.5% |