Filed November 20, 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 | $72,186 | $94,529-23.6% | $140,016-48.4% | $64,186+12.5% |
| Participation rate | 98.3% | 84.1%+14.2pp | 87.5%+10.8pp | 69.6%+28.7pp |
| Annual return | -5.84% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,496 | $3,812+96.6% | $5,606+33.7% | $2,381+214.9% |
| Participant deferral / active EE | $13,667 | $5,250+160.3% | $6,927+97.3% | $3,470+293.9% |
| Admin fee / account holder | $10,580 | $6,741+56.9% | $10,705-1.2% | $4,888+116.4% |