Filed November 3, 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 | $37,746 | $54,762-31.1% | $90,281-58.2% | $72,985-48.3% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 21.71% | 30.63%-8.9pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,681 | $2,092+75.9% | $2,854+29.0% | $2,440+50.9% |
| Participant deferral / active EE | $3,016 | $2,887+4.5% | $3,885-22.4% | $3,607-16.4% |
| Admin fee / account holder | $17,184 | $3,972+332.6% | $5,351+221.1% | $5,124+235.3% |