Filed August 28, 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 | $44,926 | $94,529-52.5% | $140,016-67.9% | $64,186-30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.26% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,293 | $3,812-39.8% | $5,606-59.1% | $2,381-3.7% |
| Participant deferral / active EE | $3,159 | $5,250-39.8% | $6,927-54.4% | $3,470-8.9% |
| Admin fee / account holder | $1,757 | $6,741-73.9% | $10,705-83.6% | $4,888-64.1% |