Filed July 30, 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 | $76,285 | $58,694+30.0% | $142,863-46.6% | $85,850-11.1% |
| Participation rate | 82.3% | 58.5%+23.8pp | 71.9%+10.3pp | 69.3%+13.0pp |
| Annual return | 16.93% | 27.72%-10.8pp | 5637.54%-5620.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,453 | $1,423+72.4% | $4,144-40.8% | $2,565-4.4% |
| Participant deferral / active EE | $2,753 | $2,607+5.6% | $3,837-28.3% | $3,952-30.3% |
| Admin fee / account holder | $2,449 | $4,239-42.2% | $6,560-62.7% | $6,260-60.9% |