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 | $74,155 | $52,406+41.5% | $129,207-42.6% | $74,495-0.5% |
| Participation rate | 74.3% | 53.8%+20.5pp | 69.6%+4.6pp | 67.2%+7.1pp |
| Annual return | 17.23% | 15.66%+1.6pp | 9417.33%-9400.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,945 | $1,531+27.1% | $4,153-53.2% | $2,623-25.8% |
| Participant deferral / active EE | $3,235 | $2,794+15.8% | $4,168-22.4% | $4,346-25.6% |
| Admin fee / account holder | $3,298 | $2,633+25.3% | $7,715-57.2% | $1,942+69.9% |