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 | $56,432 | $57,281-1.5% | $86,612-34.8% | $75,163-24.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.83% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,629 | $2,314+56.8% | $3,022+20.1% | $2,670+35.9% |
| Participant deferral / active EE | $3,897 | $3,318+17.4% | $4,438-12.2% | $4,125-5.5% |
| Admin fee / account holder | $2,195 | $4,112-46.6% | $5,614-60.9% | $5,651-61.2% |